Associate Wealth Manager | Private-Client Financial Planning

ACG Growth Partners™; Gauteng; On-site; ZAR 420,000 - 900,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Education

Postgraduate Diploma in Financial Planning

BCom degree

CFP designation

CFA designation or progress

Investment/Finance related qualification

Job description

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.