Build personal finance expertise in Kimberley as a Junior Financial Advisor using client analysis and investment planning skills. Learn under senior advisors while developing your career.
This entry-level Junior Financial Advisor position supports financial planning for clients. You will learn investment planning, retirement strategies, and risk management while beginning to build your client base. Comprehensive training and mentorship support your development in banking and finance.
Key Responsibilities:
- Assist senior advisors in developing client financial plans
- Conduct needs analysis and gather financial information
- Research investment products and recommend suitable strategies
- Support client relationships, meetings, and communications
- Process applications and maintain accurate documentation
Requirements:
- Bachelor's degree in finance, economics, business, or related field
- Eligibility for relevant financial services qualifications
- Strong interest in personal finance and investment
- Excellent interpersonal, communication, and analytical skills
- Microsoft Office proficiency and strong integrity
Apply your financial planning, investment research, and client communication skills while developing toward a fully qualified Financial Advisor.
Junior Financial Advisor Kimberley employer: Placements24
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