Job Title: Junior Financial Advisor

Reporting To: Regional Head

Purpose of the Job:

The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a solid understanding of administrative systems, enabling the secure acquisition of new business. The Junior Financial Advisor will engage with a diverse range of high-profile clients across South Africa and leverage their networks to create leads and develop potential clients.

Key Responsibilities:

• Assist advisory partners with the preparation and organization of client documentation and compliance requirements.
• Maintain a high level of understanding of administrative processes, including documentation, mandates, and service providers.
• Build and nurture trusting relationships with new and prospective clients, working under the supervision of senior advisors.
• Contribute to strategic discussions aimed at growing the business and enhancing service delivery benchmarks.
• Identify new client opportunities for Citadel and actively seek referrals from existing clients.
• Engage in continuous business development to attract new business and facilitate top-ups from existing clients.
• Provide clients with financial roadmaps and investment solutions while managing their wealth through effective advice and implementation of changes.
• Organize and participate in prospecting events to build and maintain quality client relationships.
• Attend bi-annual client meetings to ensure client satisfaction and retention.