Wealth Planner

Status Staffing

Permanent Durban, KwaZulu-Natal Business Operations Specialists

Posted:

June 06, 2026

Location:

Durban, KwaZulu-Natal, South Africa

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 Overview

Job Type: Permanent

Location: Durban, South Africa

Posted: June 06, 2026

Deadline: July 16, 2026