📌 OPPORTUNITY OVERVIEWPro Talent is actively recruiting for a Wealth Planner, Cape Town position in Western Cape. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
🎯 IDEAL CANDIDATE PROFILEWe are seeking talented individuals with the following profile• Experience Level: 2 - 5 years • Educational Background: Others or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Western Cape
💼 WHY THIS ROLE MATTERSFinancial professionals like Wealth Planner, Cape Town are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
📈 CAREER DEVELOPMENT INSIGHTSThis role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.
📋 APPLICATION GUIDANCEWhen applying for this Wealth Planner, Cape Town position, ensure your CV highlights: • Relevant experience matching the 2 - 5 years requirement • Educational qualifications in line with Others • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training
🌍 SOUTH AFRICA JOB MARKET CONTEXTThe Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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RemunerationBasic salary of R25,000 per month for the first 6 months, reducing to R20,000 per month thereafter. A leading wealth and investment management firm is seeking an experienced Wealth Planner to grow and manage a portfolio of high-net-worth and ultra-high-net-worth clients. This role focuses on acquiring new investment business, building long-term client relationships, providing tailored wealth planning advice, and expanding funds under management. The successful candidate will combine strong investment knowledge with a consultative, sales-driven approach while maintaining the highest standards of compliance and client service.
Key ResponsibilitiesSource and acquire new private clients and investment assets. Build and maintain a strong pipeline through professional networks, referrals, and direct business development. Provide ongoing wealth planning and investment advisory services to existing clients. Conduct client needs analyses and recommend suitable investment solutions. Ensure all advice and documentation comply with regulatory requirements and Treating Customers Fairly (TCF) principles. Grow and manage a profitable client portfolio.
RequirementsRelevant tertiary qualification in Finance, Commerce, Wealth Management, or a related field. RE5 qualification and current registration as a Representative on an FSP licence. Meets Fit and Proper requirements. 2 to 5 years’ experience in wealth management, investment advisory, financial planning, or estate planning. Experience working with high-net-worth clients. Strong understanding of investment markets, financial instruments, and local and international investment products. Excellent relationship-building, networking, sales, and communication skills. Valid driver’s licence.
Advantageous
Postgraduate Diploma in Financial Planning. 5 to 10 years’ experience in private client wealth management.
How To Apply
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
