📌 OPPORTUNITY OVERVIEW:-Status Staffing is actively recruiting for a Wealth Planner position in Durban. This is an excellent opportunity for professionals in the General sector looking to advance their careers.
🎯 IDEAL CANDIDATE PROFILE:-We are seeking talented individuals with the following profile:• Experience Level: Not Specified • Educational Background: other or equivalent• Industry Focus: General• Location Preference: in Durban
💼 WHY THIS ROLE MATTERS:-The Wealth Planner position is an important role within the General sector, offering meaningful career development and professional growth opportunities.
📈 CAREER DEVELOPMENT INSIGHTS:-This role in General offers valuable career progression opportunities aligned with your experience level and professional aspirations.
📋 APPLICATION GUIDANCE:-When applying for this Wealth Planner position, ensure your CV highlights:• Relevant experience matching the Not Specified requirement• Educational qualifications in line with other• Specific achievements in the General field• Any certifications or specialized training
🌍 SOUTH AFRICA JOB MARKET CONTEXT:-The General 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 Management Consultant Company: Status Staffing
Salary: Competitive Job Type: Permanent Sectors: Finance Reference: PC002092/LS
Vacancy Details
Positioned with Status Staffing, we are currently recruiting for a seasoned Wealth Management Consultant for a leading financial services firm in Umhlanga. This role is perfect for an experienced professional specializing in private client wealth management, including high and ultra-high net worth investment advisory, financial planning, and estate planning. A relevant finance qualification and RE5 and FSP registration are essential. Join our esteemed client’s expanding team in the Durban area.
A current professional photo is required for your application.
Employment Type: Permanent Sector: Finance / Procurement Base Salary: Market related Commencement Date: As soon as possible
Requirements
- 5–10 years of experience as a Private Client Wealth Manager. - 2–5 years of experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning. - Proficient in Microsoft Office and computer literate. - Grade 12 (Matric) and recognized tertiary qualification in a finance-related field (e.g., BCom, BBusSc, Wealth Management/Investment Management qualification). - Postgraduate Diploma in Financial Planning is a plus (current candidates with near completion will also be considered). - Successfully completed the Representative (RE5) examination and currently registered on an FSP license for providing advice and intermediary services. - 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 are advantageous.
Duties
- Acquire new private clients and their lump sum investments into the company’s PSP and/or fund products, increasing funds under management (FUM) for both the company and the Wealth Management Consultant’s portfolio. - Develop new business pipelines from the company’s lifestyle and professional networks, as well as from direct and organic opportunities. - Provide exceptional service to existing private clients, adhering to the company’s high service standards within the private wealth industry. - Ensure full compliance with the company’s regulatory requirements, including FSCA regulations, and maintain accurate, compliant client documentation—particularly Records of Advice—while upholding Treating Customers Fairly (TCF) principles.
Hours
- Monday to Friday: 08:00 – 17:00
If you meet all the requirements, apply on our website at www.statusstaffing.com today. If you do not hear back from us within 10 working days, please consider your application unsuccessful. We will retain your credentials for future similar roles.
How To Apply
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Click the Apply Now button above.
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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 Position"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
