BRIEF DESCRIPTION:-
The Wealth Planner role involves managing private client wealth, including high and ultra-high net worth investment advisory, financial planning, and estate planning for a leading financial services firm in Umhlanga. The main responsibilities include acquiring new clients, developing business pipelines, servicing existing clients, and ensuring regulatory compliance. Essential requirements include 5–10 years of wealth management experience, RE5 and FSP registration, and proficiency in financial planning and communication in English and Afrikaans.
Job Title: Wealth Planner Company: Status Staffing
Salary: Market Related Employment Type: Permanent Sector: Finance Reference: PC002092/LS
Job Opportunity
Our esteemed client, a leading financial services firm based in Umhlanga, is currently seeking a dedicated Wealth Planner to bolster their expanding team. The successful candidate should possess extensive expertise in private client wealth management, encompassing high and ultra-high net worth investment advisory, financial planning, and estate planning. A relevant finance qualification and RE5 and FSP registration are mandatory. This role presents an excellent opportunity for a driven individual to further their career with a respected organization in the Durban area.
A recent professional profile photo is required to accompany your application.
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 • Proficiency with computers and technology, including Microsoft Office • Grade 12 (Matric) and a recognized tertiary qualification in a finance-related field (e.g., BCom, BBusSc, or Wealth Management/Investment Management qualification) • Completed Postgraduate Diploma in Financial Planning is advantageous, and candidates currently completing the qualification will also be considered • Successfully completed the Representative (RE5) examination and currently registered on an FSP license • Valid driver’s license • Fluent verbal and written communication skills in English and Afrikaans
Duties
• Acquisition of new private clients and their lump sum investments into the company’s PSP and/or fund products, thereby increasing funds under management (FUM) for both 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 accordance 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)
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 hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.
APPLY FROM SOURCE
Interested and qualified? Make sure you are logged in or register an account if you dont have one then click to goto Wealth Planner application page to apply.
APPLICATION INFORMATION
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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 Position"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
