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Hereford Group

Hereford Group Financial Advisor Graduate 2020

Website Hereford Group

Asset Management / Financial Advisors / Wealth Managers / Paraplanners, Healthcare/ Investments, Wealth management / Corporate Benefits / Risk Specialists, Domestic & Commercial Insurance / Personal Financial Planning / Fiduciary Services / Wills & Trusts

Job Description

Are you ready to start your career with us? We offer outstanding opportunities for graduates, to help them get going on the road to a successful career. We appreciate true talent, we believe in young people and the perspective they bring, and we want to develop skills and build potential for the future.

As a graduate financial advisor you will: 

  • Meet and source potential clients
  • Establish and define a professional relationship
  • Understand  a client’s unique objectives and needs
  • Analyse and evaluate their financial status
  • Develop and present financial planning recommendations
  • Implement financial planning recommendations
  • Monitor and review their financial plan

Qualifications

  • Matric / Grade 12
  • BComm, LLB or related qualification

You’ll work under pressure with tight deadlines, but that’s when your drive and ambition need to kick in, reminding you why you want to work in this dynamic industry. This role comes with a detailed training and mentorship programme, and we will assist you with any administrative support to help you succeed, because your success is our success.

Hereford Group: Graduate Financial Advisor

Company : Hereford Group
Location : Cape Town, South Africa
Date listed: 09 March 2020


How to Apply

Apply Online for the Hereford Group: Graduate Financial Advisor position