Financial Planner

2 weeks ago

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

**Hereford Group: Financial Planner**

**Location: Century City, Cape Town**

**Do you enjoy sales and building ethical long term business relationships with your clients, founded on trust and integrity? Are you seeking an opportunity to build your career, your wealth and the wealth of your clients, as a Financial Planning professional? If yes, and you meet 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 pre-set guidelines established by compliance and management.
- Comply with all industry rules and regulations and remain future fit.

**Minimum Requirements**:

- South African Citizen
- Tertiary Education (Finance, Financial Planning, Business Management)
- Clear credit and criminal record.
- Valid Driver’s Licence and must have own Vehicle.
- Self-motivated 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 1 - 2 page CV, your brief motivation, identity document and relevant qualification certificate, online on Indeed.

Closing date: Monday, 10th July 2023.

Ability to commute/relocate:

- Century City, Western Cape: Reliably commute or planning to relocate before starting work (required)

Application Deadline: 2023/07/10

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