Wealth Manager

Hereford Group; Wes-Kaap; On-site; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Structured training

Personal mentorship

National infrastructure

Multiple income streams

Admin & compliance support

Paraplanning assistance

Flexible hours

Production incentives

Real career growth

Job summary

Hereford Group is seeking Cape Town-based professionals who are driven and growth-minded to build a long-term career in financial advice. You will receive structured training, hands-on guidance, and access to national support infrastructure under mentorship from Jacques Nelson.

The role involves engaging potential clients, identifying needs, conducting Financial Needs Analyses, and providing ongoing servicing with multiple income streams.

Qualifications

• Matric or higher is required.
• BCom/LLB or related qualifications advantageous.
• RE5 certification preferred.
• At least 2 years in financial industry experience.
• Own vehicle and own laptop/cellphone required.
• Clear ITC and no criminal record.

Responsibilities

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

Skills

Communication

Relationship building

Client meetings

Education

Matric

BCom

LLB

RE5 certification

Tools

Laptop

Cellphone

Job description

We’re looking for CAPE TOWN based individuals that are driven and growth‑mindedwho want to build a long‑term career in financial advice — not just a job.

After 17 years in the industry, Jacques Nelson is expanding his team within the Hereford Group and he's ready to personally mentor the right candidates as part of his succession and leadership model.

If you’re hungry to shape your own professional future, he’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

Minimum Requirements:

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

What You’ll Gain:

• Full training
• Personal mentorship from me
• National professional infrastructure
• Multiple income streams (risk, investment, medical aid, gap cover, referral commissions)
• Admin & compliance support
• Paraplanning assistance for external products
• Flexible hours
• Production incentives
• Real career growth

• Shortlisted candidates will be contacted for interviews.