Role Description

• This is a full-time on-site role for an Intern Financial Adviser located in the City of Cape Town. As an Intern Financial Adviser at Hereford Group, you will be responsible for securing new business, servicing clients, and establishing new client relationships through your network. New business acquisition is crucial, and you will need to generate new business via prospecting and referrals.
• This role is for a personal mentee, where I will be your mentor
• I have been in the business for 5 years and wish to assist someone else in their financial planning career journey.
• I will assist you with closing business and finding opportunities in your network.
• You will be trained directly by my team.

Requirements and Qualifications

• Financial Planning, Retirement Planning, and Investments skills
• Finance and Financial Advisory knowledge
• Ability to establish a network of economically active people
• Drive, ambition, and ability to work under pressure
• Excellent communication and interpersonal skills
• Degree or Diploma qualification in Financial Planning
• Experience in sales or customer service is a plus
• Own car
• Own Laptop and cellphone
• Preferably someone who is fresh out of varsity

Position start date

January 2025.