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