Financial Planner - Pietermaritzburg Verfied

Salary Negotiable Pietermaritzburg, Kwazulu-Natal Pietermaritzburg, Kwazulu-Natal more than 14 days ago 20-01-2017 11:53:00 AM
17-02-2017 11:53:00 AM
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
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. Core qualifications:
Matric / Bachelor’s Degree / RE 5 / Investment Management Qualification / Post Grad or Honours in Financial Planning or CFP (Certified Financial Planner) Required experience:
• Insurance
• Investment Management
• Medical Aid
• Risk
• Sales
• 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 centres of influence

Other Requirements: Own laptop Driver's license and your own vehicle Sound & Clear ITC & Criminal Record

Recruiter: Hereford Group