Junior Financial Advisor

SUMMARY:
Launch Your Career as a Junior Financial Advisor: Shape Futures and Build Wealth!

POSITION INFO:

Job Title: Junior Financial Advisor

Reporting To: Regional Head

Purpose of the Job:

The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a solid understanding of administrative systems, enabling the secure acquisition of new business. The Junior Financial Advisor will engage with a diverse range of high-profile clients across South Africa and leverage their networks to create leads and develop potential clients.

Key Responsibilities:

• Assist advisory partners with the preparation and organization of client documentation and compliance requirements.
• Maintain a high level of understanding of administrative processes, including documentation, mandates, and service providers.
• Build and nurture trusting relationships with new and prospective clients, working under the supervision of senior advisors.
• Contribute to strategic discussions aimed at growing the business and enhancing service delivery benchmarks.
• Identify new client opportunities for Citadel and actively seek referrals from existing clients.
• Engage in continuous business development to attract new business and facilitate top-ups from existing clients.
• Provide clients with financial roadmaps and investment solutions while managing their wealth through effective advice and implementation of changes.
• Organize and participate in prospecting events to build and maintain quality client relationships.
• Attend bi-annual client meetings to ensure client satisfaction and retention.

Qualifications and Experience:

• Certified Financial Planner designation or currently in the process of obtaining it.
• Postgraduate diploma in financial planning with board exam completion or in progress.
• Completion of regulatory exams (RE) and class of business training.
• Active engagement in Continuous Professional Development (CPD) and attendance at internal training sessions.
• Previous exposure to supervisory requirements related to Cat 1 and Cat 2 registration is advantageous.

Key Competencies:

• Strong numerical aptitude and analytical skills.
• Excellent writing and communication abilities.
• Influencing and conceptual thinking skills.
• High interpersonal understanding and effective presentation skills.
• Ability to manage stress effectively and maintain a multi-focused approach.
• Output-driven mindset with a commitment to achieving results.

Knowledge Requirements:

• General understanding of financial markets, insurance, and investment products.
• Thorough knowledge of the global economy and investment market dynamics.
• Familiarity with investment and financial planning concepts.
• Technical knowledge in areas such as tax, estate planning, retirement planning, Forex, and interest rates.

Personal Characteristics:

• Client-focused and service-oriented with a high level of integrity.
• Adaptable and flexible, with a keen eye for detail.
• Quick thinker, mature, and confident in client interactions.
• Well-presented with sensitivity to client needs and expectations.
• A self-starter who demonstrates accountability and a commitment to professional development.

What We Offer:

• A dynamic work environment with opportunities for personal and professional growth.
• Ongoing training and support to enhance your skills and knowledge in the financial services industry.
• The chance to work with a diverse clientele and make a significant impact on their financial futures.