Boutique Wealth Planner for High Net Worth Clients

ACG Growth Partners™; Gauteng; On-site; ZAR 480,000 - 750,000; Full time

Job summary

Established Private Wealth Practice in Gauteng is seeking an Associate Wealth Manager / Financial Planner to grow long-term client relationships and deliver holistic financial plans. The role supports investment oversight, retirement and estate planning for affluent clients in a relationship-driven environment.

The candidate should be a CFP® professional or CFA/Investment-focused, with strong Afrikaans and English communication and readiness for development within a boutique practice.

Qualifications

• Fluent Afrikaans and English required.
• Strong client-facing financial planning capability requested.
• Regulatory compliance knowledge a must.
• Experience with holistic wealth planning preferred.

Responsibilities

• Build and maintain long-term client relationships and conduct regular reviews.
• Perform comprehensive financial needs analyses and holistic planning across investments, retirement and estate planning.
• Prepare Records of Advice and supporting documentation with clear rationale.
• Advise on asset allocation, monitoring, rebalancing and fund research.
• Identify protection needs and assist with estate planning (wills, trusts).
• Coordinate with attorneys, accountants and tax professionals; develop referral networks.
• Ensure FAIS/FICA/POPIA compliance and maintain audit-ready records.
• Process client instructions and provider applications promptly and accurately.

Skills

Afrikaans

English

Education

CFP® designation

Postgraduate Diploma in Financial Planning

BCom degree

CFA designation / CFA progress

Investment/Finance related qualification

Job description

Established Private Wealth Practice in Gauteng is seeking an Associate Wealth Manager / Financial Planner to grow long-term client relationships and deliver holistic financial plans. The role supports investment oversight, retirement and estate planning for affluent clients in a relationship-driven environment.

The candidate should be a CFP® professional or CFA/Investment-focused, with strong Afrikaans and English communication and readiness for development within a boutique practice.