Financial and Wealth Advisor
- Location
- Cape Town, Western Cape
- Work model
- Hybrid
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
In brief
**Overview** This is a full-time, hybrid Financial and Wealth Advisor opportunity with Hereford Group, operating on a commission-only basis without a fixed salary. The role offers an attractive commission structure, fee-based uncapped earnings, and multiple potential income streams across a variety of long and short-term products, medical aid, gap cover, and referral commissions from other product houses. The successful advisor will be responsible for building new business through prospecting, networking, and referrals, while also growing and servicing an existing client portfolio. The position offers flexible hours and includes access to professional infrastructure nationwide, training, mentorship guidance, and administrative/compliance support, including paraplanning assistance for external products. Career growth opportunities and production rewards/incentives are also available. **What you will do** Key responsibilities include: * Building new business through prospecting, networking, and referrals. * Growing and servicing an existing client portfolio. * Assessing client needs. * Preparing tailored financial plans. * Advising clients on investments, retirement planning, and insurance. * Meeting sales targets. * Adhering to regulatory requirements. **Requirements (from the original advert)** The following are required: * Relevant tertiary qualification. * Strong financial planning skills. * Strong investment skills. * Strong communication skills. * Strong business development skills. * Three to five years’ experience. * Own Vehicle. * Cell Phone. * Laptop. * Professional appearance. * Must reside in the Cape Town area. * No Criminal record. * Clean ITC listing. The following are preferable or an advantage: * Postgraduate diploma in financial planning (advantage). * CFP or equivalent certification (advantage). * Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable). * RE 5 qualification (preferable). * 2+ years Financial Advisory Experience or Sales Experience (preferable). **Who should apply** This role is suited for a proactive, results-driven individual with a strong entrepreneurial spirit, capable of thriving in a commission-only, sales-focused, hybrid work environment. The ideal candidate will possess robust financial planning and investment expertise, excellent communication and business development skills, and a proven track record in client acquisition and portfolio management. They must be self-motivated, adhere strictly to regulatory requirements, and be based in the Cape Town area with their own essential equipment (vehicle, cell phone, laptop). Candidates committed to ongoing professional development and seeking uncapped earning potential with flexible hours will find this opportunity appealing. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/financial-and-wealth-advisor-hereford-group Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
Job description
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