Financial Planner

  • Hereford Group
  • Pietermaritzburg, KwaZulu-Natal, South Africa
  • Mar 24, 2017
Permanent Finance

Job Description

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.

If you are a serious go getter and looking for your next fantastic career move talk to us today.


Minimum qualifications:



Desired Qualifications:

Bachelor’s Degree / RE 5 / Investment Management Qualification / Post Grad or Honours in Financial Planning or CFP (Certified Financial Planner)


Minimum Work Experience:

Sales Experience from Any industry


Desired Experience:


Investment Management

Medical Aid


Holistic Financial Planning Background & Skill


Personality Traits Required for this role:

Team player

Reputable Reputation


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 transport

Sound & Clear ITC & Criminal Record



Commission (92%) & Bonuses (Performance Based), 80% discount on monthly transactional fees on all banking, Preferential interest rates on home and vehicle loans, Discounted premiums on comprehensive insurance products, Discounts on personal loan fees, A discount on commissions for foreign exchange purchases



Professional Indemnity Insurance, Life & Disability Cover , Income Protection Benefits

Job Level


Salary Range