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Wealth Planner

🏢
Status Staffing
📍 Durban, South Africa
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Location Durban
📅
Posted June 06, 2026
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Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

START DATE

: A.S.A.P

REQUIREMENTS:

  • 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.

  • 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 categorie...

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    📍 Location Details

    🌆
    City
    Durban
    🗺️
    Country
    South Africa
    🚗
    Commute
    Local Area

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