Associate Financial Advisor | Morningside, Durban
Our client is a premier, investment-led financial planning practice based in Durban. They pride themselves on a high-performing team culture dedicated to helping professionals and business owners grow and protect their wealth. They are currently seeking an ambitious Associate Financial Advisor who is eager to be mentored and grow into a senior role within the business.
Key Requirements:
Key Requirements:
- Experience: At least 2 years of working experience at a CAT I FSP, covering investments, long-term insurance, employee benefits, medical aid, and gap cover.
- Education: A Matric certificate is required. You should also be attained or progressing towards relevant industry certifications (e.g., PGDip Financial Planning or CFP).
- Technical Knowledge: Strong understanding of financial advice relating to investment solutions, as well as FAIS and FICA legislation.
- Software Proficiency: High competence in Microsoft Office (Excel, Word, Outlook) and reputable CRM systems such as AtWork, EliteWealth, or Xplan.
- Soft Skills: Strong interpersonal and analytical skills, meticulous attention to detail, and a proven passion for client service.
- Availability: Must be available to work full-time (08h00–16h30) at the office in Morningside.
- Advice Support: Researching advice-related matters and drafting Records of Advice (RoA) documents.
- Financial Planning: Assisting senior advisors in preparing comprehensive financial plans and investment strategies.
- Client Management: Managing the client review process, gathering financial data, and assisting with client meetings and follow-up tasks.
- Compliance & Research: Assisting with compliance duties and staying current on market trends and regulatory updates.
- Quality Control: Checking the accuracy of policy schedules and reports prepared by the administration team.
- Process Development: Helping set up advice and administration processes for the business.
