Junior Financial Advisor | Faerie Glen
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?
A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.
Responsibilities:
1. Client Portfolio Ownership
- Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
- Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.
- Relationship Building: Build long-term client relationships through proactive communication and responsive service.
- Comprehensive Advice: Prepare and deliver holistic financial plans, advice agreements, and supporting analyses across investments, risk, retirement, and estate planning.
- Technical Excellence: Conduct detailed portfolio reviews, asset allocation analyses, and scenario modeling, utilizing advanced software (e.g., Xplan, Xtools, Asset Map).
- Compliance: Ensure complete compliance with all regulatory requirements, including FAIS, FIC, POPIA, and TCF, in every aspect of advice delivery.
- Certified Financial Planner® (CFP®) designation.
- Postgraduate Diploma in Financial Planning (NQF 8).
- Essential Regulatory Examinations (RE5) completed.
- Minimum 2 years’ client-facing experience in financial services.
- Demonstrable previous paraplanning experience in a financial planning environment.
Growth Mindset:
- A commitment to continuous professional development (CPD) and progression toward senior planner responsibilities.
