Wealth Planner for HNW Clients (Roodepoort) | CFP Candidate

The Legends Agency; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm located in Roodepoort is seeking a Financial Planner to provide wealth management services to high-net-worth clients. The ideal candidate should have a CFP® designation and 3+ years of experience in finance. Responsibilities include delivering tailored investment advice and building strong client relationships. This role offers a market-related salary, and candidates under 35 with strong networking skills are preferred.

Qualifications

• 3 to 5+ years of experience as a Financial Planner / Wealth Advisor.
• Ambitious, ideally under 35 years.
• Proven sales success in finance.

Responsibilities

• Provide financial planning and wealth management services to high-net-worth clients.
• Deliver tailored investment advice focusing on portfolio growth.
• Build and maintain strong client relationships to attract new business.

Skills

Strong investment knowledge

Networking skills

Sales success

Education

CFP® designation

RE5 and RE1 exams completed (FAIS compliant)

Job description

A financial services firm located in Roodepoort is seeking a Financial Planner to provide wealth management services to high-net-worth clients. The ideal candidate should have a CFP® designation and 3+ years of experience in finance. Responsibilities include delivering tailored investment advice and building strong client relationships. This role offers a market-related salary, and candidates under 35 with strong networking skills are preferred.