Financial and Wealth Adviser

Hereford Group; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Hereford Group is expanding its financial advisory team in Cape Town, offering a clear pathway to a long‑term career in financial planning.

You’ll receive personal mentorship, access to a national professional infrastructure, paraplanning support for external products, and real career growth as you build client relationships and deliver tailored insurance and investment solutions.

Qualifications

• Matric (minimum)
• BCom or LLB or industry-related qualifications advantageous
• 2+ years financial industry experience (preferable)
• Clear ITC & no criminal record

Responsibilities

• Engage and meet potential clients
• Identify financial needs and goals
• Conduct professional Financial Needs Analyses
• Recommend and implement suitable insurance and investment solutions
• Provide ongoing servicing and relationship management

Job description

I’m looking for driven, growth‑minded individuals who want to build a long‑term career in financial advice — not just a job.

After 17 years in the industry, I’m expanding my team within the Hereford Group and I’m ready to personally mentor the right candidates as part of my succession and leadership model.

If you’re hungry to shape your own professional future, I’ll give you the blueprint: structured training, hands‑on guidance, real‑world experience, and access to a national support infrastructure.

Role Overview:

• Engage and meet potential clients
• Identify financial needs and goals
• Conduct professional Financial Needs Analyses
• Recommend and implement suitable insurance and investment solutions
• Provide ongoing servicing and relationship management
• Matric (minimum); BCom, LLB or industry‑related qualifications advantageous
• 2+ years financial industry experience (preferable)
• Clear ITC & no criminal record

What You’ll Gain:

• Personal mentorship from me
• National professional infrastructure
• Paraplanning assistance for external products
• Real career growth

• Shortlisted candidates will be contacted for interviews.