Wealth Planner

Precision Wealth; Wes-Kaap; Hybrid; ZAR 480,000 - 720,000; Full time

Job summary

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

Qualifications

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

Responsibilities

• 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.

Skills

Financial Planning

Business Development

Entrepreneurial mindset

Client-focused

Communication

Financial data analysis

Education

Finance/Financial Planning/Economics degree

CFP or equivalent certification

Job description

Company Description

Precision Wealth is a dynamic financial services company committed to delivering advice, transparency, and service to its clients and stakeholders. As part of the Hereford Group of companies, Precision Wealth benefits from a strong, established network and shared expertise. The organization focuses on providing tailored financial solutions that help clients achieve their long-term goals. Team members are encouraged to "find the extraordinary" by offering exceptional client experiences and innovative approaches to wealth management.

Role Description

This full-time Wealth Planner role is a hybrid position based in the City of Cape Town, with a combination of in-office and work-from-home flexibility. The Wealth Planner will engage with clients to understand their financial goals, assess their current financial situation, and develop comprehensive financial plans. Daily responsibilities include building your practice through sourcing clients, advising on investments, retirement planning, risk management, and insurance solutions, as well as monitoring portfolios and adjusting strategies as client needs or market conditions change. The role involves preparing detailed financial reports, maintaining accurate client records, and collaborating with internal teams to ensure high-quality service delivery. The Wealth Planner is expected to build lasting client relationships, uphold regulatory and ethical standards, and contribute to the growth of Precision Wealth.

Qualifications

• Strong skills in Financial Planning, business development and eagerness to work as an entrepreneur with the ability to design and implement comprehensive, client-focused financial strategies.
• Solid grounding in Finance, sales, business decelopment , with the capability to analyze financial data and explain complex concepts clearly to clients.
• Knowledge of Insurance products and risk management solutions to support holistic wealth planning.
• Relevant tertiary qualification in Finance, Financial Planning, Economics, or a related field; professional certifications (e.g., CFP or equivalent) are advantageous.