Wealth Advisor

Hereford Group; Wes-Kaap; On-site; ZAR 300,000 - 700,000; Full time

Job summary

Hereford Group is expanding its financial advisory team in South Africa. As a CFP® with a track record, you will receive structured training, hands-on guidance, and access to a national support infrastructure, enabling you to build a long‑term advisory career.

You will mentor under an experienced leader and gain exposure to multiple income streams across risk, investments, medical aid, and referral fees, while enjoying flexible hours and dedicated compliance support.

Qualifications

• Matric minimum requirement.
• BCom or LLB preferred, or other industry qualifications.
• RE5 preferable.
• 2+ years financial industry experience preferable.

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.

Skills

Client engagement

Needs analysis

Relationship management

Sales and advisory

Professional appearance

Education

Matric

BCom

LLB

RE5 preferable

Industry-related qualifications advantageous

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

Minimum Requirements

• Own vehicle
• Laptop and cellphone
• Matric minimum; BCom, LLB or industry-related qualifications advantageous
• RE5 preferable
• 2+ years’ financial industry experience preferable
• Professional appearance
• Clear ITC and no criminal record

What You’ll Gain

• Full training
• 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
• Production incentives
• 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.