Financial Advisor

Hereford Group; Gqeberha; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An established industry player in financial services seeks dedicated Financial Advisors to join their team. This role offers the opportunity to build and manage a client portfolio while providing tailored financial planning solutions. With comprehensive training and mentorship, you will be empowered to thrive in your career. The company emphasizes flexible working hours and multiple income streams from various financial products, making it an ideal environment for growth and success. If you are passionate about helping clients achieve financial security, this is the perfect opportunity for you to take charge of your future.

Benefits

Comprehensive training

Expert mentorship

Flexible working hours

Performance incentives

Administrative support

Career growth opportunities

Qualifications

• Minimum 2 years of financial advisory experience preferred.
• RE 5 qualification is preferred but not mandatory.

Responsibilities

• Build and manage a client portfolio to provide tailored financial solutions.
• Conduct professional Financial Needs Analyses and secure new business.

Skills

Financial Planning

Networking

Client Management

Financial Needs Analysis

Education

Matric (Grade 12)

B.Com

LLB

Financial Industry Certifications

Tools

Cell Phone

Laptop

Job description

Join Hereford Group as a Financial Advisor – Port Elizabeth (Gqeberha)

Are you ready to take charge of your future and build a successful career in financial advisory? At Hereford Group, we provide you with the training, mentorship, and support to grow your business and help clients achieve financial security.

Why Choose Hereford Group?

Since 1995, Hereford Group has been a trusted leader in South Africa’s financial services industry, offering expertise in Personal Financial Planning, Investment Management, and Employee Benefits. With a professional infrastructure and strong brand presence, we empower our advisors to thrive and succeed.

What You’ll Do:

1. Build and manage a client portfolio
2. Provide tailored financial planning solutions
3. Conduct professional Financial Needs Analyses
4. Secure new business through networking & referrals
5. Offer ongoing support and financial guidance to clients

Minimum Requirements:

1. Own vehicle
2. Cell phone and laptop
3. Minimum academic qualifications: Matric (Grade 12), B.Com, LLB, or related financial industry certifications
4. RE 5 qualification (preferred)
5. At least 2 years of financial advisory experience (preferred)
6. Professional appearance
7. Clean criminal record and ITC listing

What You’ll Get:

1. Comprehensive training & expert mentorship
2. Multiple income streams from various financial products
3. Full administrative & compliance support
4. Flexible working hours & performance incentives
5. Opportunities for career growth within a leading financial services group

Ready to take the next step?

Send your CV to [e-mail].

Only shortlisted candidates will be contacted.

Your future starts here. Let’s build success together!