Financial and Wealth Advisor

Hereford Group; Cape Town; Hybride; ZAR 450 000 - 750 000; Plein temps

Avantages offerts par ce poste

Mentorship program

Admin support

Paraplanning support

Commission-based earnings

Résumé du poste

Hereford Group in Cape Town is seeking a results-driven Financial Adviser to join our full-time, hybrid team. You will prospect, network and refer clients, building a robust book of business while servicing existing clients with tailored financial plans and investment advice.

You’ll work under a commission-only model with an attractive, uncapped earnings potential, supported by admin and paraplanning, and a focus on compliant, needs-based financial solutions.

Qualifications

• Strong financial planning and investment skills.
• Excellent communication and business development ability.
• Three to five years’ experience in financial advisory or sales.
• Postgraduate diploma in financial planning is an advantage.

Responsabilités

• Build new business through prospecting, networking and referrals.
• Grow and service an existing client portfolio with tailored plans.
• Advise on investments, retirement planning and insurance.
• Meet sales targets while adhering to regulatory requirements.

Connaissances

Financial planning

Investment advisory

Sales experience

Business development

Formation

Relevant tertiary qualification

B.Com

CFP certification

Description du poste

Hereford Group is a South African financial advisory company founded in 1995, with a strong presence in Gauteng, the Western Cape, and KwaZulu-Natal. Its services include financial planning, investments, wealth management, employee benefits, healthcare, fiduciary services, and insurance. Advisors receive administrative support and access to a focused mentorship program, including specialist and practice support.

This full-time, hybrid opportunity is commission-only, with no fixed salary, and offers an attractive commission structure and multiple potential income streams across the Group’s financial services.

You’ll build new business through prospecting, networking, and referrals, while growing and servicing an existing client portfolio. Responsibilities include assessing client needs, preparing tailored financial plans, advising on investments, retirement planning and insurance, and meeting sales targets while adhering to regulatory requirements.

Applicants should have a relevant tertiary qualification and strong financial planning, investment, communication, and business development skills. Three to five years’ experience is required; a postgraduate diploma in financial planning is an advantage. CFP or equivalent certification is also an advantage.

Minimum requirements for this position:

• Own Vehicle
• Cell Phone and Laptop
• Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
• 2yrs > Financial Advisory Experience (preferable) or Sales Experience
• Professional appearance and must reside in the Cape Town area
• No Criminal record and clean ITC listing.
• Professional Infrastructure nationwide
• Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses.
• Fee based uncapped earnings.
• Admin & compliance support
• Paraplanning assistance for external products
• Production rewards and incentives
• Career growth opportunities

Successful candidates will be contacted for interviews.