Aspiring Financial Adviser

Role Overview

An entry pathway is available for an aspiring Financial Adviser who wants to develop professionally while helping customers plan for their financial futures.

This position combines day-to-day delivery with accurate administration, timely follow-through and professional coordination with the people and teams who rely on the role.

Responsibilities

The successful candidate will be expected to take ownership of the following areas:

• Learn the advice process, product knowledge and client-service standards. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Build relationships and identify customer needs through structured conversations. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Support applications, documentation, follow-up and ongoing client engagement. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Work toward required qualifications, regulatory standards and performance goals. Maintain clear records, communicate progress and escalate exceptions promptly where required.

Requirements

Applicants should be able to demonstrate the following capabilities in a structured, deadline-driven working environment:

• Matric or relevant tertiary study with an interest in financial services. Apply sound judgement, dependable follow-through and a collaborative working style.
• Strong communication, learning agility and relationship-building ability. Apply sound judgement, dependable follow-through and a collaborative working style.
• Professional, persistent and comfortable with proactive customer engagement. Apply sound judgement, dependable follow-through and a collaborative working style.
• Willingness to complete required training and comply with industry standards. Apply sound judgement, dependable follow-through and a collaborative working style.

Success Profile

Success in this role will come from combining technical or functional competence with sound organisation, clear communication, attention to detail and a consistent focus on quality, service and safe working practices.