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.

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**Wealth Planner Position at Status Staffing**

**Employer:** Status Staffing

**Location:** Umhlanga

**Reference:** PC002092/LS

**Overview:** The esteemed financial services organization, headquartered in Umhlanga, is currently seeking a dynamic and experienced Wealth Planner to join their expanding team. This opportunity is ideal for a professional with a strong background in private client wealth management, specializing in high and ultra-high net worth investment advisory, financial planning, and estate planning. The successful candidate will possess a relevant finance-related qualification, along with RE5 and FSP registration.

**Responsibilities:** - Attract and manage new private clients, increasing funds under management (FUM) for the company. - Cultivate a network of new business through company networks and direct business opportunities. - Provide exceptional service to existing clients, adhering to the company's high standards in the private wealth sector. - Ensure strict compliance with regulatory requirements, including FSCA regulations, and maintain accurate client documentation, particularly Records of Advice, while following the Treating Customers Fairly (TCF) principles.

**Requirements:** - Minimum of 5-10 years' experience as a Private Client Wealth Manager. - 2-5 years' experience 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. - Completion of Grade 12 (Matric). - A recognized tertiary qualification in a finance-related field (BCom, BBusSc, or Wealth Management/Investment Management). - Completion of a Postgraduate Diploma in Financial Planning is advantageous, but candidates currently pursuing the qualification will also be considered. - Successful completion of the Representative (RE5) examination and current FSP registration as a Representative. - FSP license for relevant product categories, potentially under supervision for selected sub-categories. - Valid driver's license. - Fluency in verbal and written English and Afrikaans. - Additional qualifications such as RE5, FSP accreditation, and a Diploma in Financial Planning are beneficial.

**Working Hours:** Monday to Friday, 08:00 - 17:00

**Application Process:** Applicants are required to submit a recent professional profile photo along with their application. Successful candidates will be notified within 10 working days. If no response is received within this period, the application will be considered unsuccessful, and credentials will be retained for future role opportunities.

**Note:** Please visit our website at www.statusstaffing.com to apply for this position.