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 Management Specialist Company: Status Staffing

Salary: Market Related Job Type: Permanent Sector: Finance Reference: PC002092/LS

Position Overview Status Staffing is currently in search of a dedicated Wealth Management Specialist for a leading financial services firm in Umhlanga. This permanent role provides a fantastic growth opportunity for an experienced professional to enhance their career in the finance sector in the Durban area.

Requirements A minimum of 5–10 years’ experience in private client wealth management, including high and ultra-high net worth investment advisory, financial planning, and estate planning. Familiarity with financial technologies and proficiency in Microsoft Office are essential. A Grade 12 certificate is required, and a recognized tertiary qualification in finance, such as a BCom or BBusSc, is mandatory. A Postgraduate Diploma in Financial Planning is a plus. Candidates must have successfully passed the RE5 examination and hold an FSP license for providing advice and intermediary services. A valid driver’s license is also necessary. Fluent verbal and written communication skills in both English and Afrikaans are required. Additional credentials such as RE5, FSP accreditation, and a Diploma in Financial Planning are advantageous.

Duties The successful candidate will be responsible for acquiring new private clients and managing their lump sum investments in the company’s PSP and/or fund products, thereby increasing funds under management (FUM) for both the company and the Wealth Management Specialist. They will also develop new business pipelines from the company’s lifestyle and professional networks and directly sourced opportunities. The role involves servicing existing private clients to uphold the company’s high standards of service within the private wealth industry. Ensuring compliance with regulatory requirements, including FSCA regulations, and maintaining accurate client documentation—particularly Records of Advice—while adhering to the principles of Treating Customers Fairly (TCF) is also crucial.

Hours Monday to Friday: 08:00 – 17:00

To apply, please visit our website at www.statusstaffing.com. If you do not receive a response within 10 working days, consider your application unsuccessful. We retain your credentials for future similar roles.