Senior wealth manager

An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. You’ll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It’s an excellent fit for someone eager to broaden their experience — including paraplanners ready to step into a more client‑facing, strategic role.

Qualifications and Experience Formal Education: 3 Year Degree Post Grad in Financial Planning (CFP Designation Advantageous) RE Qualification(advantageous) Experience: ± 5 years’ experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageous. Verbal and written communication, in English and Afrikaans, at all levels Responsibilities Client Portfolio Reviews Analyse the pe...