Trainee/Junior Financial Consultant Johannesburg

Location of position: Johannesburg, Gauteng

Employment type: Full time

Harvard House Group is a company founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team`s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.

We are currently looking for financially astute, graduates who are hungry to learn and to be part of something special. The right individual will find themselves mentored into our professional Financial Planning Team, who are tasked with partnering with clients who are seeking the Group’s expertise.

This is a salaried role, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development which includes the ability to network the leads provided by the Marketing Team, onboard and retain clients.

If you have a financial background, a passion for helping people identify with our values and mission statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.

Job Description:
• To establish and maintain long term relationships with clients providing comprehensive financial
solutions according to client needs.
• Build and manage a book of both existing and referred clients.
• Perform annual reviews and handle client queries.
• Analyze financial information obtained from clients to determine strategies for meeting clients
financial objectives.
• Prepare proposals, meet with prospective clients and present a financial plan.
• Perform all necessary administrative duties associated with the above.
• Continuously broaden your knowledge base and to keep up to date technically by researching
current trends.
• Be part of a team dynamic that strives for excellent customer service, sound, practical advice.
• Grow economic, financial, legal and tax knowledge to assess and advise portfolio clients
on a broad range of financial issues.
• Be prepared to study further such as completing the required Regulatory Exam (RE) 5, Certified
Financial Planner (CFP) under-graduate Diploma in Financial Planning etc, if not already held.