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Financial Planner

3 months ago

Century City, Western Cape, South Africa Hereford Group, based in Cape Town Full time

Hereford Group:
Financial Planner

Location:
Century City, Cape Town

Are you a Financial Planning graduate with a sales experience, seeking an opportunity to build your career as a Financial Planning professional? If yes, and you meet the below job criteria, then this opportunity might be the one for you.

  • Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client.
  • Recommend risk and investment solutions that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
  • Work with your manager and mentor to build your financial planning practice by effective methods and strategies.
  • Acquire clients actively via telephone, mail, referrals and networking events.
  • Maintain proper documentation following preset guidelines established by compliance and management.
  • Comply with all industry rules and regulations and remain future fit.

Minimum Requirements:

  • South African Citizen
  • Tertiary Education (Financial Planning, Finance, Business Management)
  • Clear credit and criminal record.
  • Valid Driver's License and must have own Vehicle.
  • Selfmotivated and strong networked.
  • Excellent Communication Skills.
  • Previous Sales Experience.
  • Previous Experience as a Financial Planner will be advantageous.

Benefits:

  • Unlimited earning potential.
  • Skills training and ongoing mentorship.


To apply, upload your - 2 page CV, your brief motivation, identity document and relevant qualification certificate, online on Indeed.


Ability to commute/relocate:

  • Century City,

Western Cape:
Reliably commute or planning to relocate before starting work (required)

Application Question(s):

  • Do you have your own vehicle to meet clients?

Education:

  • Diploma (required)

Experience:

  • Sales: 1 year (required)
Account Management: 1 year (preferred)

License/Certification:

  • Driver's License (required)