Junior Financial Advisor Jobs in Roodepoort

Unique Personnel is recruiting a Junior Financial Advisor for a financial services role in Roodepoort. This entry-level permanent position is designed for someone who is passionate about helping clients reach their financial goals and eager to learn and grow within financial advising. Applications close on November 27, 2026.

About the company and the work

Unique Personnel is the recruiter for this vacancy, and the industry is financial services. As a Junior Financial Advisor, you will work closely with senior advisors to provide high-quality financial guidance, supporting clients as they work towards their financial goals. The advert also describes a dynamic work environment with opportunities for professional growth.

Role details and duties

The responsibilities stated in the advert include:

• Assisting senior financial advisors in developing comprehensive financial plans and investment strategies tailored to clients, based on their needs and goals.
• Conducting research and analysis of financial markets, investment products and economic trends to support recommendations.
• Gathering and analysing client financial data, including income, expenses, assets, investment portfolios and personal finance details.
• Helping prepare reports, presentations and documentation for client meetings and investment proposals.
• Responding to client inquiries and providing ongoing support to ensure client satisfaction and retention.
• Maintaining an up-to-date understanding of financial regulations, industry trends and best practices.
• Collaborating with colleagues across different departments to enhance client service and streamline processes.
• Participating in professional development and training programmes to enhance knowledge of financial products and services.
• Assisting in the development and implementation of marketing initiatives to acquire new clients and grow the business.
• Maintaining accurate records of client interactions, financial plans and transactions in compliance with requirements, and following up with clients on investments, account management and performance reporting.

The role is listed as permanent, based in Roodepoort, and the advert reference is 80892. The salary is stated as negotiable.

Requirements

Only what the source states is listed here:

• A Bachelor’s degree in Finance, Accounting, Business Administration or a related field.
• Previous internship or relevant experience in finance or investment advising is a plus but not mandatory.
• Certification or coursework towards financial planning certifications (for example CFP or CFA) is favourable.
• Ability to work collaboratively in a team environment while also being self-motivated.
• Strong analytical and quantitative skills with a keen attention to detail.
• Excellent verbal and written communication skills to convey complex financial information clearly.
• Ability to build and maintain positive relationships with clients and coworkers.
• Proficiency in financial analysis tools and software, including Microsoft Excel and financial planning tools, and Microsoft Office Suite.
• Knowledge of investment products, financial markets and personal finance principles, including risk management principles.
• Strong organisational skills and the ability to manage multiple tasks and deadlines effectively.
• A proactive approach to problem-solving and the ability to think critically.
• A commitment to ethical standards and maintaining client confidentiality.
• Familiarity with relevant regulatory frameworks and compliance requirements in the financial services industry is listed among the key skills.

Where to find and apply safely

This vacancy is listed on Careers24, and the Apply button on this page takes you directly to the original advert. Apply only through that original listing, and be wary of anyone who asks you to pay a fee or share banking details to secure a role. Genuine recruiters will not ask you to pay to be considered.

Practical tips

As an entry-level role, this is about potential as much as experience: lead with your degree, any internship or relevant experience, and any progress towards a CFP or CFA qualification. Show genuine interest in markets and client service, and be ready to explain a financial concept in plain language, since clear communication with clients is a core part of the job. Because the salary is negotiable, focus first on landing the interview and learning the full package.

How the process works

When you apply through the original advert, your application goes to Unique Personnel for shortlisting on behalf of the client. Only shortlisted candidates are normally contacted, so make sure your CV clearly shows your qualification, any internship or advising experience, and your analytical and communication strengths.

Important information

This page is informational only and is not the employer. Details such as the salary, closing date and requirements come from the original advert and may change, so always confirm them in the original advert before you apply. The salary is stated as negotiable, and the closing date is November 27, 2026.

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