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Our client is a leading independent financial institution with ambitious plans for expansion, striving to remain at the forefront of independent advice-driven financial planning. They are currently seeking a dedicated individual to join their professional and fully funded Financial Planning programme as entry-level Financial Planning Trainees (BDA’s) for their Harare office.
What to Expect?
In your first year, you will embark on a comprehensive journey within their Harare office, gaining valuable experience and knowledge in financial planning. You will be partnered with a senior financial advisor. You will learn about the client journey, report writing, communication skills, various types of analysis, and how to effectively utilise our tools and processes.
Throughout the program, their global Learning and Development team will provide additional training programs to further enhance your skills. After completing your first year, you will have the opportunity to specialise your development toward becoming a Financial Advisor. They will support you in pursuing any additional exams while offering ongoing development to advance your career.
Requirements:
- You just be an experienced IFA to be considered for this role. This is NOT a trainee position.
- Minimum 3 years experience as a financial advisor
- You need to be ideally a Zimbabwe citizen OR permanent resident
What You Will Bring?
- A Growth Mindset: They value individuals who embrace challenges as opportunities for growth. Having a growth mindset means you approach obstacles and setbacks with a positive attitude, viewing them as chances to learn and improve. You’re not deterred by initial difficulties; instead, you see them as steppingstones toward success. You’re open to new experiences and believe that with effort and dedication, you can develop your skills and capabilities continuously. A growth mindset fosters resilience, creativity, and adaptability, all of which are crucial in a dynamic and evolving field like finance.
- Willingness to Learn: In the ever-changing landscape of finance, a strong desire to learn is paramount. They look for candidates who are enthusiastic about expanding their knowledge, whether it’s about financial markets, investment strategies, or client relationships. Being willing to learn means you’re receptive to feedback, actively seek out opportunities for self-improvement, and are open to exploring new concepts and approaches.
- You understand that continuous learning is not just a one-time effort but a lifelong journey, and you’re committed to staying updated with industry trends and developments.
- Your eagerness to learn fuels your professional growth and ensures you remain an asset to the team.
- You must have business development experience and an established network
- Confidence on the telephone.
PLEASE NOTE THIS TRAINEE PROGRAM IS ALSO RUNNING IN: Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan and Marbella…so, if you are currently eligible to live and work in those locations and have legal residence, don’t let anything stop you.
Successful candidates will be sent a link to commence the recruitment process, which will require you to complete a 20 min E-Interview.
Please note: This position would typically suit those keen on embarking on a career in financial services and wealth management and have a good sales track record. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.