Hybrid Wealth Planner — Growth, Planning & Client Impact

Precision Wealth; Wes-Kaap; Híbrido; ZAR 480.000 - 720.000; Jornada completa

Descripción de la vacante

Precision Wealth, part of the Hereford Group, is seeking a full-time Wealth Planner in Cape Town. The hybrid role involves engaging with clients, understanding financial goals, and developing comprehensive financial plans.

Responsibilities include investments, retirement planning, risk management, and ongoing portfolio monitoring. You will build your practice by sourcing clients, delivering tailored solutions, and maintaining strong client relationships while upholding regulatory standards and

Formación

• Strong financial planning and wealth management skills.
• Proven ability to develop client-focused strategies.
• Knowledge of insurance products and risk management.

Responsabilidades

• Build your practice by sourcing clients and expanding the client base.
• Advise on investments, retirement planning, and risk management.
• Prepare detailed financial reports and maintain accurate client records.
• Collaborate with internal teams to ensure high-quality service delivery.
• Build lasting client relationships while upholding regulatory standards.

Conocimientos

Financial Planning

Business Development

Entrepreneurial mindset

Client-focused

Communication

Financial data analysis

Educación

Finance/Financial Planning/Economics degree

CFP or equivalent certification

Descripción del empleo

Precision Wealth, part of the Hereford Group, is seeking a full-time Wealth Planner in Cape Town. The hybrid role involves engaging with clients, understanding financial goals, and developing comprehensive financial plans.

Responsibilities include investments, retirement planning, risk management, and ongoing portfolio monitoring. You will build your practice by sourcing clients, delivering tailored solutions, and maintaining strong client relationships while upholding regulatory standards and