Job Description
An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. You’ll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It’s an excellent fit for someone eager to broaden their experience — including paraplanners ready to step into a more client‑facing, strategic role.
Your:
- Formal Education:
- 3 Year Degree
- Post Grad in Financial Planning (CFP Designation Advantageous)
- RE Qualification(advantageous)
- Experience:
- ± 5 years’ experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageou...
Ready to Apply?
Submit your application today and join our talented team at HR Options.
Submit ApplicationJob Details
- Location Cape Town, Western Cape
- Job Type FULL TIME
- Category Other Management Occupations
- Posted Date June 26, 2026
- Application Deadline August 05, 2026