Financial Advisor

The Hereford Group, Established in 1995, has grown into a leading financial services and advisory firm across Gauteng, Western Cape, and Kwa-Zulu Natal in South Africa. The group specializes in a wide range of offerings, including Personal Financial Planning, Investment Management, Employee Benefits,

Private Wealth Management, Health Care Solutions, and more. Known for its entrepreneurial and forward-thinking approach, the Hereford Group seeks professionals passionate about assisting clients in achieving financial success. With training, mentorship, internal administrative support, the company offers an environment that fosters growth and innovation in financial services.

This is a full-time on-site role based Pretoria for a Financial Advisor. The role involves acquiring new clients through various prospecting methods, providing tailored financial advice, and establishing long-term relationships with clients. You will secure and manage new business opportunities, deliver customized financial planning, and proactively address client needs, supported by operational administrative resources and ongoing mentorship to ensure success.

• Knowledge and expertise in Financial Planning and Financial Advisory
• Experience with Finance, Investments, and Retirement Planning
• Strong networking skills to build a client base of economically active individuals
• Excellent communication, relationship-building, and interpersonal skills
• Ambition, self-motivation, and the ability to work under pressure to achieve targets
• Relevant degree or diploma qualification in finance or related field
• Experience in financial services or sales roles is advantageous
• Commitment to continuous professional development