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⏰ Full-time

Financial and Wealth Advisor

Hereford Group
Location 📍 cape town, South-Africa
Posted 📅 June 09, 2026
Work Type ⏰ Full-time

Position Overview

Responsibilities

  • Sourcing and meeting potential clients.
  • Establish their financial needs and goals.
  • Enabling a professional Financial Needs Analysis to be drafted.
  • Dispensing / selling of suitable financial insurance products and Investment.
  • Ongoing servicing of client book.

Minimum requirements

  • Own Vehicle
  • Cell Phone and Laptop
  • Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (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.
  • 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 earning...

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Job Details

Employment Type
Full-time
📊
Category
Audit, Taxes & Accounting
🏠
Work Arrangement
On-site
📍
Location
cape town, South-Africa