Junior Financial Advisor

Cape Town, Western Cape

Posted 2 days ago

Company:: Structured wealth solutions
Company Description:: Structured Wealth Solutions was established on the premise of sharing financial knowledge and educating clients on possible solutions that will truly be in their best interest. This can be attained by comprehensive financial planning based on clients' needs. In our pursuit of 'restructuring tomorrow, today', SWS is built on the following values: 1. Education: At SWS, we believe that education is of utmost importance, To educate is to empower. 2. Communication: Through communication, we build long lasting relationships not only with our clients but with anyone that seeks financial knowledge. 3. Transparency At SWS, we value transparency and clients can trust that we will act with the highest level of honesty and integrity. 4. Community We are people-centric company. By empowering and uplifting others, we grow. Our Vision: To equip each and every member of society with financial understanding to enable them to make informed decisions that will not only benefit them presently but also in the future.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Grade 12
Number of vacancies:: 10

Job Description

Junior Financial Advisor :
We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will work closely with senior advisors, provide support to clients as well as build sustainable relationships with them. This entry level role is ideal for individuals seeking to build a career in financial services, with opportunities for mentorship and professional growth.

Some of the key responsibilities include:
Financial planning
Selling and sales skills
Marketing /networking with various different clients working in different departments/industries
Client support and relationship building
Professional development

Job Requirements :
Matric -grade 12
Previous working experience specifically in financial services will be advantageous
Recognised qualification
RE5 (preferably)
Salary to be discussed upon interview
Please provide CV when applying