Wealth Planner

SUMMARY:
Our client, a reputable financial services organization based in Umhlanga, is seeking a Wealth Planner to join their growing team. The ideal candidate will bring solid experience in private client wealth management, including high and ultra-high net worth investment advisory, financial planning, and estate planning. A relevant finance-related qualification, along with RE5 and FSP registration, is required. This role offers an excellent opportunity for a motivated professional to advance their career within a respected organization in the Durban area.

POSITION INFO:
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance / Procurement
BASIC SALARY : Market related
START DATE : A.S.A.P

REQUIREMENTS:

• 5–10 years’ experience as a Private Client Wealth Manager.
• 2–5 years’ experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning.
• Computer literate and technologically savvy.
• Proficient in Microsoft Office.
• Grade 12 (Matric).
• Recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification.
• A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification will also be considered.
• Successfully completed the Representative (RE5) examination and currently registered on an FSP license as a Representative providing advice and intermediary services.
• Registered on an FSP license for relevant product categories (may be under supervision for selected sub-categories).
• Valid driver’s license.
• Fluent verbal and written communication skills in English and Afrikaans.
• Additional qualifications such as RE5, FSP accreditation, and a Diploma in Financial Planning will be advantageous.

• Acquisition of new private clients and their lump sum investments into the company’s PSP and/or fund products, resulting in an increase in funds under management (FUM) for the company and the Wealth Planner’s book.
• Development of a pipeline of new business from the company’s lifestyle and professional networks, as well as through direct and organic business opportunities.
• Servicing existing private clients in line with the company’s high standards of service within the private wealth industry.
• Ensuring full compliance with the company’s regulatory requirements, including adherence to FSCA regulations, and maintaining accurate and compliant client documentation—particularly Records of Advice—while upholding the principles of Treating Customers Fairly (TCF).

• Monday to Friday: 08:00 – 17:00