Associate Wealth Manager / Financial Planner

ACG Growth Partners™; Gauteng; Presencial; ZAR 420 000 - 900 000; Tempo integral

Resumo da oferta

ACG Growth Partners™ is seeking an Associate Wealth Manager / Financial Planner to manage and grow affluent client relationships in Bedfordview, Gauteng. You will develop comprehensive financial plans, oversee investments and collaborate on practice growth in a relationship-driven environment.

The role requires CFP® and a strong background in private-client advisory, with fluency in Afrikaans and English, plus relevant qualifications. A boutique setting emphasizes discretion and client outcomes.

Qualificações

• CFP® professional designation and relevant financial-planning qualifications.
• Postgraduate Diploma in Financial Planning and a BCom degree or CFA progression.
• Fluent Afrikaans and English required (bilingual).
• Experience in holistic financial planning and private-client servicing.

Responsabilidades

• Build and maintain long-term client relationships and conduct regular reviews.
• Develop holistic financial plans across investments, retirement, risk, estate planning and tax-efficient structuring.
• Prepare Records of Advice and supporting documentation with clear rationale.
• Assist with asset allocation, portfolio monitoring, and due diligence on products and platforms.
• Identify protection needs and support estate planning activities (wills, trusts, beneficiaries).
• Coordinate with attorneys, accountants, fiduciaries and tax professionals; develop referral networks.
• Ensure compliance with FAIS, FICA, POPIA and Treating Customers Fairly; maintain audit-ready records.
• Process client instructions and provider applications accurately and promptly.

Conhecimentos

Client relationship management

Formação académica

Postgraduate Diploma in Financial Planning

BCom degree

CFP designation

CFA designation or progress

Investment/Finance related qualification

Descrição da oferta de emprego

Job Details

• Location Bedfordview, Gauteng
• Region Gauteng
• Employment type Permanent
• Position level Intermediate
• Reporting line Senior Adviser / Practice Principal
• Reference ACG-FA-013
• Date posted 3 August 2026

An established boutique wealth-management and financial-planning practice based in Bedfordview is seeking a professional, commercially aware and client-focused Associate Wealth Manager / Financial Planner.

You will help manage and develop long-term client relationships, financial-planning strategies, investment portfolios and practice-growth initiatives, working with affluent clients in a collaborative, relationship-driven environment.

Who this suits

• An experienced CFP® professional with established holistic financial-planning experience;
• A CFA-qualified or investment-focused professional seeking broader private-client exposure; or
• A high-potential young professional who has recently completed relevant studies and can be developed into a client-facing wealth-management role.

Key responsibilities

• Build and maintain trusted, long-term client relationships, and conduct regular review meetings and portfolio assessments.
• Conduct comprehensive financial-needs analyses and develop holistic plans across investment, retirement, risk, estate planning, tax‑efficient structuring and intergenerational wealth transfer.
• Prepare Records of Advice and supporting documentation that are technically sound, clearly motivated and properly documented.
• Assist with asset‑allocation recommendations, portfolio monitoring and rebalancing, and conduct product, fund and platform research and due diligence.
• Identify life, disability, severe‑illness and income‑protection needs, and support estate‑planning work involving wills, trusts, beneficiary nominations and estate duty.
• Liaise with attorneys, accountants, fiduciary specialists and tax professionals, and develop strategic referral relationships.
• Ensure all advice complies with FAIS, FICA, POPIA and Treating Customers Fairly principles, and maintain accurate, audit‑ready client records.
• Support the accurate and prompt processing of client instructions, provider applications and implementation actions.

Minimum Requirements

• CFP® professional designation;
• Postgraduate Diploma in Financial Planning;
• A relevant BCom degree;
• CFA designation or active progress through the CFA programme; or
• An Investment Management, Economics, Finance or related qualification.

Fluent Afrikaans and English is a requirement of this role.

Regulatory requirements

Depending on seniority, candidates should ideally have RE5, a valid and verifiable DOFA, FAIS fit‑and‑proper compliance, the required class‑of‑business and product‑specific training, a current CPD record and appropriate representative status.

Candidates who have recently completed their studies may be considered for a structured development appointment where supervision and training are available.

Experience

Experienced candidates will bring roughly three to seven or more years in holistic financial planning, wealth management, investment advice, private‑client servicing or portfolio construction, with proven ability to manage or support high‑net‑worth relationships and sound exposure to tax, estate and risk‑planning considerations.

Graduates and young professionals studying toward CFP® or CFA will be considered where they demonstrate strong technical aptitude, professionalism and excellent Afrikaans and English communication. A graduate would be developed through an associate pathway rather than managing complex high‑net‑worth relationships independently.

Cultural fit

This is a boutique, relationship‑driven practice where trust, discretion and consistency matter as much as technical skill. The practice is looking for someone who builds genuine long‑term relationships, works collaboratively rather than competitively, takes ownership and values ethical advice and client outcomes.