Job Openings Senior Wealth Planner

About the job Senior Wealth Planner

We are a leading financial services company looking for an experienced and strategic Senior Wealth Planner to join our team. In this role, youll have the opportunity to work closely with high-net-worth clients, providing expert advice and personalised wealth management solutions. If you have a proven track record in wealth planning and a passion for delivering exceptional client outcomes, we'd love to have you on board!

Location: Bryanston, Johannesburg, South Africa

Salary: R50 000 - R70 000

Requirements:

  • Bachelor's degree in Finance (Bcom) or similar field
  • CFA/CFP Certification
  • FSCA experience and RE5 qualification
  • Financial Planning/Sales History
  • A robust professional network and ability to attract new clients is advantageous