Financial Advisor | CFP | Bedfordview

SUMMARY:
Financial Advisor | CFP | Bedfordview

POSITION INFO:

Job Specification: Junior Financial Advisor (Salaried Role – R30,000 per month + Incentives)

Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training)

Employment Type: Full-Time

Salary: R30,000 per month (fixed salary)

Role Overview

We’re looking for a driven Junior Financial Advisor, salaried position, starting at R30,000 per month, with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification.

You’ll work directly with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with a focus on investment planning and long-term financial strategies. The role offers deep professional development and a potential path to international expansion in the future.

Key Responsibilities

• Assist with goal-oriented, realistic financial planning for individuals, businesses, and trusts.

• Develop tailored investment, retirement, and estate strategies.

• Support senior advisors in delivering compliant, high-quality advice to clients.

• Stay informed on local and offshore markets, legislation, and products.

• Conduct research, prepare financial plans and reports, and assist with portfolio reviews.

• Participate in ongoing training, strategy sessions, and client meetings.

• Contribute to maintaining strong, long-term client relationships.

Minimum Qualifications & Skills

• CFP® certification or currently completing the CFP® qualification (required)

• Grade 12 (Matric)

• Wealth Management or similar qualification (minimum 120 credits, NQF Level 8)

• 1–3 years’ experience in a financial planning, investment advisory, or wealth management role

• Strong understanding of the financial planning process and investment strategies

• Professional communication skills and a high level of client engagement ability

• Analytical, proactive, and detail-oriented

• Able to work independently and collaboratively within a team

• Experience working with high-net-worth individuals, corporates, and trusts is advantageous

What We Offer

• Fixed salary of R30,000 per month

• Small commission structure and opportunity for performance-based bonuses

• Continuous training and mentorship

• Work with HNW individuals, companies, and trusts—both local and offshore

• Opportunities for career growth in South Africa and internationally

• Hybrid/Remote work options after full training and onboarding

• Supportive, professional, and fast-paced work environment