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Investment Management Executive

2 weeks ago

Cape Town, Western Cape, South Africa Hereford Group Full time

We're seeking a skilled and ambitious professional to join our team as a Financial Planner.

About the Role:

This is an excellent opportunity for individuals eager to build a successful career in financial planning. Our comprehensive training program and supportive work culture will equip you with the skills and knowledge needed to excel in this rewarding industry.

You'll be responsible for recommending and implementing tailored financial strategies based on client objectives and preferences. This includes recommending insurance, investments, estate planning, and tax strategies.

In addition, you'll execute and oversee implementation of recommended strategies, build and expand your client base, and maintain accurate documentation.

Skills and Qualifications:

We require someone with strong communication skills, self-motivation, and a valid driver's license. A tertiary education in finance, financial planning, or business management is essential.