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Financial Planning Director

2 weeks ago

Johannesburg, Gauteng, South Africa Warwick Wealth Full time
Financial Planning and Advisory Role

This is an exciting opportunity to join Warwick's team as a Wealth Planner. In this role, you will be responsible for providing financial planning and advisory services to high and ultra-high net wealth clients.

You will work closely with our IFAs and private clients to understand their financial goals and develop tailored investment strategies to achieve them. Your primary objective will be to increase Warwick's Assets Under Management (AUM) by signing clients to our suite of local and offshore investment products.

To succeed in this role, you will need to be a highly motivated and organized individual with excellent communication and interpersonal skills. You will be working in a fast-paced environment and will need to be able to manage multiple priorities and deadlines.

We are looking for a professional with a relevant FSCA-recognized qualification and a proven track record of success in the financial services industry. If you are a results-driven individual with a passion for financial planning and advisory, we encourage you to apply.

Remuneration includes a market-competitive basic salary and up to 80% of investment annuity based on deliverable achievement, as well as 50% of upfronts.

**Responsibilities:**
  • Provide financial planning and advisory services to high and ultra-high net wealth clients
  • Develop tailored investment strategies to achieve clients' financial goals
  • Increase AUM through investment product sales

**Requirements:** FSCA-recognized qualification and Fit and Proper requirements.