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Financial Advisor in Western Cape - The Hereford Group

The Hereford Group

The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services and advice across the three major centres of South Africa, namely Gauteng, Western Cape & Kwazulu Natal.

As a Financial Advisory Group we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Private Wealth Management, Health Care Solutions, Fiduciary Services, Short Term Insurance, Broker Support and Practice Management
Recruiter from sector Financial / Insurance, located in Western Cape, From 51 to 200 workers

    About this job ad 26 June

    Salary

  • Negotiable
  • Province

  • Cape Town, City of Cape Town, Western Cape
  • Description


  • Financial Advisor Spec
    The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with financial services and advice across the three major centres of South Africa, namely Gauteng, Western Cape & Kwazulu Natal.
    As a Financial Advisory Group we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Private Wealth Management, Health Care Solutions, Fiduciary Services, Short Term Insurance, Broker Support and Practice Management.
    If you are a hard worker, hungry for success and want to assist your clients to create wealth now is your opportunity to join a dynamic forward thinking financial services company.Within this role new business acquisition is vital, and you will need to be able to generate new business via various methods of prospecting and referrals.
    We are always on the outlook for Great Sales Talent. If you are a serious go getter and looking for your next fantastic career move talk to us today.
    Minimum qualifications:
    Matric Desired Qualifications:
    Bachelor’s Degree / RE 5 / Investment Management Qualification / Post Grad or Honours in Financial Planning or CFP (Certified Financial Planner)
    Minimum Work Experience:
    Sales Experience from any industry Desired Experience:
    • Insurance • Investment Management • Medical Aid • Risk • Holistic Financial Planning Background & Skill
    Personality Traits Required for this role:
    Team player
    Reputable Reputation
    Ambitious
    Entrepreneurial Spirit
    Operationally Effective
    Self Driven
    Sales & Client relationship focus
    Honesty & Integrity
    Resilience & Persistence
    Determination for success
    Well spoken & presented
    Invoke Confidence & Trust
    Putting your clients needs first
    Have a existing network of centers of influence Other Requirements: Own laptop
    Driver's license and transport
    Sound & Clear ITC & Criminal Record Earnings: Commission (92%) & Bonuses (Performance Based) Benefits: Professional Indemnity Insurance, Life & Disability Cover , Income Protection Benefits

  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Financial Advisor in City of Cape Town, Western Cape

  • Recruiter

    The Hereford Group
  • Type of contract

    Permanent contract

  • Salary

    Negotiable

  • Apply now

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