Financial and Wealth Advisor

Hereford Group; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Hereford Group in Cape Town seeks dynamic, entrepreneurial individuals to take charge of their futures in the financial services field. With comprehensive training and expert mentorship, you’ll gain the insights needed to excel as a professional in this rewarding industry.

Responsibilities include sourcing clients, assessing financial needs, drafting a Financial Needs Analysis, selling insurance and investment products, and providing ongoing servicing of your client book.

Qualifications

• Matric/Gr 12 or degree in B.Com/LLB or related financial qualifications.
• 2+ years in financial advisory or sales experience.
• Must reside in the Cape Town area and own transport.

Responsibilities

• Source and meet potential clients.
• Establish clients' financial needs and goals.
• Draft a professional Financial Needs Analysis.
• Sell financial insurance products and investments.
• Provide ongoing servicing of the client book.

Skills

Sourcing clients

Negotiation

Sales

Communication

Education

Matric/Gr 12

B. Com

LLB

Financial qualifications

Job description

We are looking for dynamic, motivated, and entrepreneurial spirited individuals who are ready to take charge of their future. With comprehensive training, expert mentorship, and valuable insights, you’ll gain everything you need to excel as a professional in this rewarding field.

• Sourcing and meeting potential clients.
• Establish their financial needs and goals.
• Enabling a professional Financial Needs Analysis to be drafted.
• Dispensing / selling of suitable financial insurance products and Investment.
• Ongoing servicing of client book.

Minimum requirements for this position:

• Own Vehicle
• Cell Phone and Laptop
• Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
• 2yrs > Financial Advisory Experience (preferable) or Sales Experience
• Professional appearance and must reside in the Cape Town area
• No Criminal record and clean ITC listing.
• Professional Infrastructure nationwide
• Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses.
• Fee based uncapped earnings.
• Admin & compliance support
• . Paraplanning assistance for external products
• Production rewards and incentives
• Career growth opportunities

Successful candidates will be contacted for interviews.