Entry-Level Finance and Sales Professional

2 days ago


Pretoria, Gauteng, South Africa Hilgard Financial Services Full time

We are seeking a highly skilled Finance and Sales Professional to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.

About Us

Hilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We pride ourselves on our commitment to excellence and our ability to provide personalized support to our clients.

We are looking for a results-driven professional who is passionate about helping clients achieve their financial goals. If you have a strong background in finance, retirement planning, and investments, we encourage you to apply.

Key Responsibilities
  • Develop and implement comprehensive financial plans that meet clients' unique needs.
  • Build and maintain strong relationships with clients through exceptional communication and interpersonal skills.
  • Stay up-to-date with industry developments and best practices in financial planning and advisory services.
  • Collaborate with colleagues to ensure seamless delivery of financial services.
Requirements

To succeed in this role, you will need:

  • A Matric/GR 12 qualification with RE 5 & FAIS Credits (experience is essential).
  • Business-related qualifications or degrees are ideal but not compulsory.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • A clean ITC listing and no criminal record.


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