Financial Planning Strategist

4 weeks ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
About the Role

The Recruitment Council seeks a seasoned Wealth Advisor to oversee and grow a portfolio of high-net-worth clients.

Key Responsibilities
  • Comprehensive Wealth Planning: Provide tailored services focusing on investments, risk, business, and fiduciary matters.
  • Client Relationship Management: Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
  • Client Reviews: Conduct regular reviews, ensuring alignment with evolving financial needs.
  • Compliance and Mandate: Adhere to compliance and mandate requirements.
  • Cross-Functional Collaboration: Collaborate across business divisions to enhance client services.
  • Practice Operations: Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.
Qualifications and Experience
  • Matric (CFP designation preferred).
  • At least 3 years in investment and insurance sectors.
Desirable Skills
  • Strong investment and product knowledge.
  • Excellent communication and time management.
  • Ability to manage a financial practice within a larger business.
  • Resourceful, client-focused, and highly proactive.
  • Familiar with regulatory and compliance requirements.
  • Strong analytical skills and FUA management track record.


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