Financial Advisor | CFP | Bedfordview

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 Were 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. Youll 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) 13 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

Location: bedfordview, Gauteng, ZA

Posted Date: 8/26/2025