Financial Planner

**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 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 (Financial Planning, Finance, Business Management)
- Clear credit and criminal record.
- Valid Driver’s License 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.

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)