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Financial and Wealth Adviser
Job in
Cape Town, 7561, South Africa
Listed on 2026-09-25
Listing for:
Hereford Group
Full Time
position Listed on 2026-09-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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
- Personal mentorship from me
- National professional infrastructure
- Paraplanning assistance for external products
- Real career growth
- Shortlisted candidates will be contacted for interviews.
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