Financial Adviser

Financial Adviser

Featherway Recruiting | Cape Town, WC, ZA

Posted a month ago

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Financial Planners- Graduates Welcome



Hereford Group -


We are looking for entrepreneurial individuals to be trained in wealth management and creation as Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.


Job description.
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)
RE 5 qualification (preferable)
2yrs ( Financial Advisory Experience (preferable)
Professional appearance.
No Criminal record and clean ITC listing.

Training provided
Mentorship Guidance
Professional Infrastructure nationwide
Leads- candidate must also be able to generate own leads
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
Admin & Para-planning assistance for external products.
Flexible hours
Production rewards and incentives
Career growth opportunities

Successful candidates will be contacted for interviews.