Wealth Planner Durban

📌 OPPORTUNITY OVERVIEW:-Status Staffing is actively recruiting for a Wealth Planner position in Durban. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.

🎯 IDEAL CANDIDATE PROFILE:-We are seeking talented individuals with the following profile:• Experience Level: 5 - 10 years • Educational Background: Bachelor or equivalent• Industry Focus: Finance / Accounting / Audit• Location Preference: in Durban

💼 WHY THIS ROLE MATTERS:-Financial professionals like Wealth Planner are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.

📈 CAREER DEVELOPMENT INSIGHTS:-With 5-10 years in Finance / Accounting / Audit, you're positioned for senior roles. This opportunity allows you to mentor others and drive strategic initiatives.

📋 APPLICATION GUIDANCE:-When applying for this Wealth Planner position, ensure your CV highlights:• Relevant experience matching the 5 - 10 years requirement• Educational qualifications in line with Bachelor• Specific achievements in the Finance / Accounting / Audit field• Any certifications or specialized training

🌍 SOUTH AFRICA JOB MARKET CONTEXT:-The 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.

Job Title: Wealth Planner Company: Status Staffing

Salary: Competitive, based on market standards

Job Type: Full-time

Sector: Finance

Reference Code: PC002092/LS

Vacancy Details

Our esteemed client, a leading financial services firm situated in Umhlanga, invites applications for the position of Wealth Planner to bolster their expanding team. We are looking for a dedicated individual with robust experience in private client wealth management, particularly in the realms of high and ultra-high net worth investment advisory, financial planning, and estate planning. A pertinent finance-related degree, coupled with RE5 and FSP registration, is mandatory. This role is ideal for a driven professional seeking to grow within a well-regarded company in the Durban region.

A recent professional headshot must accompany your application.

Employment Type: Full-time Sector: Finance Salary: Market-related Start Date: As soon as possible

Requirements

• 5-10 years of experience as a Private Client Wealth Manager - 2-5 years in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning - Computer literate and proficient with technology, especially in Microsoft Office - Grade 12 (Matric) qualification - Recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification - Completed Postgraduate Diploma in Financial Planning is beneficial; ongoing qualification completion is also considered - Successfully passed the Representative (RE5) examination and registered with 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 in both written and verbal communication in English and Afrikaans - Additional qualifications like RE5, FSP accreditation, and a Diploma in Financial Planning are advantageous

Duties

• Acquire new private clients and facilitate their lump sum investments into the company’s PSP and/or fund products, thereby increasing the funds under management (FUM) for the company and the Wealth Planner’s portfolio - Develop a pipeline of new business through the company’s lifestyle and professional networks, as well as through direct and organic opportunities - Deliver high-quality service to existing private clients, maintaining the company’s standards in the private wealth industry - Ensure full compliance with company regulations, including adherence to FSCA regulations, and maintain accurate and compliant client documentation—especially Records of Advice—while upholding the principles of Treating Customers Fairly (TCF)

Hours

• Monday to Friday: 08:00 – 17:00

If you meet the specified criteria, please apply on our website at www.statusstaffing.com today. If you do not receive a response within 10 working days, consider your application unsuccessful. We will retain your credentials for potential future roles that match your profile.