Wealth Manager

Hereford Group; Wes-Kaap; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Mentorship program

Paraplanning support

National infrastructure

Job summary

Hereford Group is seeking motivated individuals to build a long‑term career in financial advice. The leader offers direct mentorship, a national support infrastructure, and access to paraplanning assistance for external products, driving real career growth.

Ideal candidates have matric, 2+ years in the financial industry, and may benefit from qualifications such as BCom or LLB. This is a path to a fulfilling advisory career with structured training and hands-on guidance.

Qualifications

• Matric (minimum); BCom, 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.

Skills

Client meetings

Financial needs analysis

Relationship management

Sales & advisory

Education

Matric (minimum)

BCom

LLB

Industry qualifications advantageous

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.

Let’s explore your potential. Book a strategy conversation with me and let’s map out a career you’ll be proud of.

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.