Client Relationship & Wealth Planning Consultant

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000562/LS

Date posted:

Thursday, August 6, 2026

Location:

Centurion, South Africa

Salary:

Market Related

SUMMARY:
Are you a self-motivated professional with an entrepreneurial mindset and a passion for helping people achieve their financial goals? We are looking for an ambitious individual to join a growing team in a client-facing role focused on building lasting relationships and delivering comprehensive financial solutions based in the Centurion area.

POSITION INFO:
Key Responsibilities Identify and engage prospective clients through networking. Build and grow a sustainable client portfolio by establishing new relationships. Develop and implement holistic financial plans tailored to each client's goals and circumstances. Provide guidance across areas such as wealth creation, risk management, retirement planning, investment planning, and estate planning. What we're looking for A highly motivated self-starter with an entrepreneurial approach. Excellent interpersonal, communication, and relationship-building skills. Goal-driven with the resilience to build a successful practice. Previous experience in financial services, sales, or client relationship management is advantageous but not essential. What we offer The opportunity to build your own client portfolio and long-term professional practice. Comprehensive training, mentorship, and ongoing professional development. Access to industry-leading products, planning tools, and support. A performance-driven earning model that rewards initiative, business development, and long-term client relationships. Significant career growth opportunities within a professional and supportive environment. Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

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