Wealth Planner

Status Staffing
📍 Durban, KwaZulu-Natal, South Africa 💼 Permanent 🕒 Posted June 19, 2026

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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    Job Details

    • Location Durban, KwaZulu-Natal
    • Job Type Permanent
    • Category Business Operations Specialists
    • Posted Date June 19, 2026
    • Application Deadline July 29, 2026