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.

Employment Opportunity Status Staffing is currently recruiting for a Wealth Planner position within their finance sector in Umhlanga. The successful candidate will be a key member of a prestigious financial services organization, contributing to their continued growth and success.

Responsibilities As a Wealth Planner, you will be responsible for attracting new private clients and managing their lump sum investments, thereby increasing the company's funds under management. You will also develop a pipeline of new business opportunities through your established networks and direct engagement. Your duties will include servicing existing clients according to the company's high service standards and ensuring full compliance with regulatory requirements, including adherence to FSCA regulations and maintaining accurate client documentation. Fluency in both English and Afrikaans is essential.

Requirements To be considered for this role, you must possess at least 5-10 years of experience as a Private Client Wealth Manager, with 2-5 years specifically in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning. Proficiency in Microsoft Office and computer literacy are required. A recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification, is mandatory. A completed Postgraduate Diploma in Financial Planning would be advantageous, though candidates currently in the process of obtaining this qualification will be considered. You must have successfully completed the Representative (RE5) examination and hold an active FSP license as a Representative providing advice and intermediary services. Full registration on an FSP license for relevant product categories is required, though supervision may be required for selected sub-categories. A valid driver's license is necessary. Fluency in both written and verbal communication in English and Afrikaans is essential. Additional qualifications such as RE5, FSP accreditation, and a Diploma in Financial Planning will be considered advantageous.

Application Process Should you meet all the stated requirements, we encourage you to apply through our website at www.statusstaffing.com. Please note that should we not hear back from you within 10 working days, your application will be deemed unsuccessful. However, your credentials will be retained for potential future roles.