Financial Adviser

3 weeks ago


Cape Town, South Africa Hereford Group Full time
Job title : Financial Adviser - Cape TownJob Location : Western Cape, Cape TownDeadline : March 26, 2025Quick Recommended Links
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About the job

  • So, you’re looking for a new venture Why not consider building your future in the dynamic world of financial planning? With comprehensive training, expert mentorship, and valuable insights, you’ll gain everything you need to excel as a professional in this rewarding field. We are looking for dynamic, motivated, and entrepreneurial-spirited individuals who are ready to take charge of their future. Book your time with me today, and let’s craft a plan for your success—one that you’ll never look back on. Your journey starts now—let’s make it count

Job description.

  • Sourcing and meeting potential clients.
  • Establish their financial needs and goals.
  • Enabling a professional Financial Needs Analysis to be drafted.
  • Dispensing / selling of suitable financial insurance products and Investment.
  • Ongoing servicing of client book.

Minimum requirements for this position:

  • Own Vehicle
  • Cell Phone and Laptop
  • Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
  • RE 5 qualification (preferable)
  • 2yrs > Financial Advisory Experience (preferable)
  • Professional appearance.
  • No Criminal record and clean ITC listing.

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