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: Financial Advisor - Wealth Planning

Employer: Status Staffing

Position: Full-time

Sector: Finance

Reference: PC002092/LS

Our esteemed client, a leading financial services firm situated in Umhlanga, is on the lookout for a Wealth Planner to bolster their expanding team. The successful candidate should possess substantial expertise in private client wealth management, encompassing advisory services for high and ultra-high net worth clients, alongside comprehensive financial and estate planning. A relevant qualification in finance, coupled with RE5 and FSP registration, is mandatory. This role presents an exceptional career advancement opportunity for an ambitious professional in the Durban area.

Applications must be accompanied by a recent professional profile photo.

EMPLOYMENT TYPE: Permanent

SECTOR: Finance

BASIC SALARY: Market related

START DATE: As soon as possible

REQUIREMENTS

• 5–10 years’ experience in Private Client Wealth Management. - 2–5 years’ 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 a recognized tertiary qualification in a finance-related field such as BCom, BBusSc, or Wealth Management/Investment Management. - A completed Postgraduate Diploma in Financial Planning is advantageous; ongoing candidates will 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 in verbal and written communication in both English and Afrikaans.

DUTIES

• Acquisition of new private clients and their lump sum investments into the company’s PSP and/or fund products, enhancing funds under management (FUM) for the company and the Wealth Planner’s book. - Development of a new business pipeline through the company’s lifestyle and professional networks, and direct/organic business opportunities. - Servicing existing private clients with the company’s high standards of service in 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).

HOURS

Monday to Friday: 08:00 – 17:00

Interested candidates meeting all the requirements should apply on our website at www.statusstaffing.com today. If you do not receive a response within 10 working days, please consider your application unsuccessful. We will retain your credentials for future similar roles.