On-Site Financial Advisor: Build Wealth & Retirement Plans

Hereford Group; Durban; On-site; ZAR 350,000 - 600,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Job description

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.