Wealth Adviser

Hereford Group; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Laptop

Cellphone

Job summary

Hereford Group is seeking ambitious individuals to build a rewarding, long-term career in financial advice under the mentorship of a CFP® with 15 years in the industry.

You’ll engage with potential clients, assess their financial needs, conduct Financial Needs Analyses, and tailor insurance and investment solutions while delivering ongoing servicing and relationship management. Laptop and cellphone provided, flexible hours, and strong admin support.

Qualifications

• Matric minimum.
• BCom, LLB or industry-related qualifications advantageous.
• 2+ years financial industry experience preferable.
• Clear ITC and no criminal record.

Responsibilities

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

Education

Matric

BCom

LLB

Job description

I’m looking for ambitious, driven individuals who want to build a rewarding, long-term career in financial advice — not simply find another job.

As a Certified Financial Planner CFP® with 15 years in the industry, I’m expanding my team within the Hereford Group and I’m looking to personally mentor the right candidates as part of my succession and leadership model.

If you’re hungry to build 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.

This is an opportunity to build a rewarding career where your success and growth are directly driven by your effort, ambition and ability to develop strong, meaningful client relationships.

Role Overview

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

What You’ll Gain

• Personal mentorship from me
• National professional infrastructure
• Multiple income streams across risk, investments, medical aid, gap cover and referral fees
• Dedicated administration and compliance support
• Paraplanning assistance for external products
• Flexible working hours
• Genuine long‑term career and leadership opportunities

This is more than an opportunity to sell financial products. It’s an opportunity to learn how to build a sustainable financial advisory practice, grow your own client base and develop a long‑term career and business that you can be proud of.

Shortlisted candidates will be contacted for interviews.