Financial and Wealth Advisor

Hereford Group · Cape Town, Western Cape

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This full-time, hybrid opportunity is commission-only, with no fixed salary, and offers an attractive commission structure and multiple potential income streams across the Group's financial services.
You'll build new business through prospecting, networking, and referrals, while growing and servicing an existing client portfolio. Responsibilities include assessing client needs, preparing tailored financial plans, advising on investments, retirement planning and insurance, and meeting sales targets while adhering to regulatory requirements.
Applicants should have a relevant tertiary qualification and strong financial planning, investment, communication, and business development skills. Three to five years' experience is required; a postgraduate diploma in financial planning is an advantage. CFP or equivalent certification is also an advantage.

Minimum requirements for this position

Own Vehicle
Cell Phone and Laptop
Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications preferable
RE 5 qualification preferable
2yrs > Financial Advisory Experience preferable or Sales Experience
Professional appearance and must reside in the Cape Town area
No Criminal record and clean ITC listing.

Training provided
Mentorship Guidance
Professional Infrastructure nationwide
Multiple streams of income form a variety of long and short-term products, Medical aid and Gap cover as well as referral commission form other product houses.
Fee based uncapped earnings.
Admin & compliance support
Paraplanning assistance for external products
Flexible hours
Production rewards and incentives
Career growth opportunities
Successful candidates will be contacted for interviews.