Overview
Financial Planner Jobs in Cape Town, South Africa at Hereford Group
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Partner | Regional Manco | Business Head | Financial Planner | Mentor | Insurance | Investment Management | Business Development | Aviation Risk
Are you passionate about financial planning? Do you thrive in a dynamic, entrepreneurial environment? Hereford Group is offering an exceptional opportunity for individuals eager to build a successful career in financial planning. Our comprehensive training program, mentorship, and supportive work culture will equip you with the skills and knowledge needed to excel in this rewarding industry.
Location: Cape Town, South Africa
About Us: Hereford Group is a leading financial services firm committed to providing holistic financial planning solutions to our clients. With a focus on mentorship and professional development, we empower our team members to deliver meaningful advice and build lasting relationships with our clientele.
Job Description:
Recommend tailored financial solutions, including insurance, investments, estate planning, and tax strategies, based on client objectives and preferences.
Execute and oversee implementation of recommended strategies, ensuring client needs are met effectively.
Build and expand your client base through proactive networking, referrals, and participation in industry events.
Maintain accurate documentation and ensure compliance with industry regulations and company guidelines.
Collaborate with mentors and managers to refine your skills and develop effective business strategies.
Minimum Requirements:
South African citizenship.
Tertiary education in finance, financial planning, or business management.
Clear credit and criminal record.
Valid driver’s license and access to a vehicle.
Self-motivated with strong communication skills.
How to Apply:
If you’re ambitious, motivated, and ready to take the next step in your career, we want to hear from you! Please send your CV to Join us in shaping the future of financial planning in Cape Town!
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Title: Financial Planner
Company: Hereford Group
Location: Cape Town, South Africa
Category: Finance & Banking (Financial Consultant)
