Financial Advisor

Hereford Group; Durban; Presencial; ZAR 350 000 - 600 000; Tempo integral

Resumo da oferta

Hereford Group is seeking a Financial Advisor for a full-time, on-site role based in Umhlanga. The advisor will focus on acquiring new business through prospecting and referrals, while nurturing existing client relationships and delivering tailored financial plans and retirement guidance.

Responsibilities include client meetings, follow-ups, and ensuring advisory services comply with industry regulations and company standards. This position requires on-site work in Umhlanga, KwaZulu-Natal.

Qualificações

• Assess client financial needs and risk tolerance.
• Communicate investment options and strategies clearly.
• Build and review tailored financial plans.

Responsabilidades

• Prospect new clients through referrals and networking.
• Maintain and grow relationships with existing clients.
• Present comprehensive wealth-building strategies and advice.
• Schedule and conduct regular client meetings and reviews.

Descrição da oferta de emprego

Company Description

Hereford Group, established in 1995, is a well established value-based financial advisory group with a strong presence across South Africa’s major centers. The group’s brand is closely associated with comprehensive financial services and advice, including personal financial planning, investment management, employee benefits, private wealth management, health care solutions, fiduciary services, short-term insurance, broker support, and practice management. Hereford Group focuses on entrepreneurial, results-driven professionals who want to help clients build and protect wealth. Team members benefit from a dynamic, forward-thinking environment with access to training, mentorship, and internal administrative support.

Role Description

This is a full-time, on-site Financial Advisor role based in Umhlanga. The Financial Advisor will focus on acquiring new business through prospecting, referrals, and building a strong professional network, while also maintaining and growing existing client relationships. Day-to-day responsibilities include assessing client financial needs, developing tailored financial plans, providing investment and retirement planning advice, and presenting comprehensive wealth-building strategies. The role involves regular client meetings, follow-ups, and reviews to ensure clients’ financial goals are met and adjusted as necessary. The Financial Advisor will collaborate with internal support teams and follow industry regulations and company standards in all advisory services.