Full-Time Junior Financial Advisor | Hire Resolve Vacancies
Job Description
Hire Resolve Vacancies – Junior Financial Advisor
Location: Durban, KwaZulu-Natal
Company: Hire Resolve
Job Type: Permanent
Job Sector: Finance
Junior Financial Advisor – Hire Resolve
About the Company:
A leading financial services firm with nearly a century of legacy, specializing in helping professionals, business owners, and families grow and protect their wealth. Their investment-led financial planning approach is supported by expert advisors in retirement planning, estate structuring, risk management, and offshore investments.
Responsibilities:
- Research financial advice matters to support client reports and Records of Advice.
- Collaborate with financial advisors and administration managers to draft Records of Advice documents.
- Assist with compliance duties for the practice.
- Support the client review process for financial advisors.
- Verify the accuracy of policy schedules and reports prepared by the administration team.
- Liaise with advisors, service providers, clients, and team members as needed.
- Conduct research, gather data, and help establish advice and administrative processes.
- Assist senior advisors in preparing financial plans and investment strategies.
- Perform client research and financial data analysis to support recommendations.
- Participate in client meetings and manage follow-up tasks.
- Stay updated on financial products, market trends, and regulations.
- Engage in training to enhance financial advisory expertise.
Requirements:
- Matric certificate.
- Progress toward industry certifications (e.g., PGDip Financial Planning, CFP®).
- Minimum 3 years of experience at a CAT I FSP in investments, long-term insurance, employee benefits, medical aid, or gap cover.
- Strong financial advice knowledge in investment solutions.
- Excellent interpersonal skills.
- Passion for financial planning, investments, and client service.
- Must work Full-Time (08:00–16:30) at our Morningside, Durban office.
Key Competencies:
- Understanding of the Financial Services Industry, FAIS, and FICA legislation.
- Knowledge of compliance rules and financial advice documentation.
- Familiarity with financial planning business administration.
- Team-oriented with strong collaboration skills.
- Advanced computer proficiency in Microsoft Office (Excel, Word, Outlook).
- Experience with financial planning software (AtWork, EliteWealth, Xplan).
- Strong time management and deadline adherence.
- Detail-oriented and methodical approach.
- Professional demeanor and analytical mindset.
- Problem-solving ability and adaptability to team/client needs.
Apply Now:
If you meet the requirements and are ready for a career-changing opportunity, submit your CV to Hire Resolve.
Our client offers a competitive salary based on experience. Apply today and contact Sonique Beetge at Hire Resolve or via LinkedIn.
Successful candidates will be contacted within three days. If not selected, your CV will remain on file for future opportunities.
APPLY NOW
How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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