Role Description This is a full-time hybrid role based in Johannesburg, with the flexibility to work remotely part‑time. As a Senior Wealth Planner, you will create personalized financial plans for clients covering areas such as investment, finance, insurance and retirement planning. Responsibilities include managing client relationships, conducting financial assessments, presenting strategic wealth management solutions and staying informed about market trends to provide best‑in‑class advice to your clients. Qualifications Proven expertise in Financial Planning and Investment Management Knowledge of Investments and Finance to develop tailored client solutions Experience in Insurance to guide clients through various policies and coverage options Strong entrepreneurial mindset with exceptional interpersonal and communication skills Effective planning, organization and time‑management abilities An established client network and the tenacity to build long‑lasting relationships Minimum qualification: Grade 12 (Matric); a tertiary qualification in Finance or a related field is advantageous A clear credit record, no criminal history and willingness to obtain Financial Services Board accreditation and licensing #J-18808-Ljbffr
Senior Wealth Planner - Sandton
IWCP : INSURANCE & WEALTH CREATION PROFESSIONALS
johannesburg, johannesburg
Published 4 days ago
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