Overview
Financial and Wealth Advisor Jobs in Cape Town, South Africa at Hereford Group
Responsibilities
- 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
- 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.
#J-18808-Ljbffr
Title: Financial and Wealth Advisor
Company: Hereford Group
Location: Cape Town, South Africa
Category: