Wealth Planner
Job Location:
Job Location:
Durban - South Africa
Monthly Salary:
Not Disclosed
Monthly Salary:
Posted on:
21 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Our client a reputable financial services organization based in Umhlanga is seeking a Wealth Planner to join their growing team. The ideal candidate will bring solid experience in private client wealth management including high and ultra-high net worth investment advisory financial planning and estate planning. A relevant finance-related qualification along with RE5 and FSP registration is required. This role offers an excellent opportunity for a motivated professional to advance their career within a respected organization in the Durban area.
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance / Procurement
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
DUTIES:
HOURS:
Should you not hear back from us within 10 working days please consider your application as unsuccessful. We will retain your credentials for future similar roles.
EMPLOYMENT TYPE : Permanent
SECTOR : Finance / Procurement
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
- 510 years experience as a Private Client Wealth Manager.
- 25 years experience in high-net-worth and ultra-high-net-worth investment advisory and planning financial planning and estate planning.
- Computer literate and technologically savvy.
- Proficient in Microsoft Office.
- Grade 12 (Matric).
- Recognized tertiary qualification in a finance-related field such as a BCom BBusSc or a Wealth Management/Investment Management qualification.
- A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification will also 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 drivers license.
- Fluent verbal and written communication skills in English and Afrikaans.
- Additional qualifications such as RE5 FSP accreditation and a Diploma in Financial Planning will be advantageous.
DUTIES:
- Acquisition of new private clients and their lump sum investments into the companys PSP and/or fund products resulting in an increase in funds under management (FUM) for the company and the Wealth Planners book.
- Development of a pipeline of new business from the companys lifestyle and professional networks as well as through direct and organic business opportunities.
- Servicing existing private clients in line with the companys high standards of service within the private wealth industry.
- Ensuring full compliance with the companys regulatory requirements including adherence to FSCA regulations and maintaining accurate and compliant client documentationparticularly Records of Advicewhile upholding the principles of Treating Customers Fairly (TCF).
HOURS:
- Monday to Friday: 08:00 17:00
Should you not hear back from us within 10 working days please consider your application as unsuccessful. We will retain your credentials for future similar roles.
