Job Description
Introduction
Careerline Recruitment is seeking recent Finance Graduates passionate about helping clients achieve financial security and long-term wealth. This entry-level Financial Advisory role offers a professional, growth-focused environment with structured training and mentorship from experienced advisors.
Duties & Responsibilities
- Assist clients with financial planning solutions, including investments and wealth management
- Conduct client needs analyses and prepare tailored financial recommendations
- Build and maintain long-term client relationships
- Attend product training and industry development sessions
- Support senior financial advisors with client portfolios and reviews
- Work towards relevant professional and regulatory qualifications
Desired Experience & Qualifications
- Bachelor’s Degree in Finance, Economics, Accounting, Business, or related field
- Strong interpersonal and communication skills
- High level of professionalism, integrity, and ethical conduct
- Goal-driven with an entrepreneurial mindset
- Willingness to learn and grow within the financial services industry
- South African citizenship or valid work permit
- Valid driver’s license
- Client-facing role with occasional travel for meetings and relationship management
Advantageous Qualifications
- Recognition of Prior Learning (RPL) or progress toward FAIS compliance
- Strong academic performance
- Interest in investments, financial planning, or wealth management
What We Offer
- Structured graduate development and training programme
- Mentorship from experienced Financial Advisors
- Competitive earning potential with support structures
- Clear career progression into a qualified Financial Advisor role
- Ongoing professional development and industry exposure
Who Should Apply?
- Client-focused and people-oriented graduates
- Motivated by performance-based rewards
- Looking for long-term career growth in financial advisory
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