Job Title Wealth Planner
Overall Job Objective, role and responsibilities

Purpose of job
Contribute to the overall profitability of the business by constantly seeking new inflows from, prospective clients, leads and referrals.  Constantly sourcing quality inflows from HNW Clients to grow the company AUM and achieve targets.

Key Relations
External clients, leads, referrers (rain makers)
Internal  clients , FSB, FPI

KPA/ Strategic business deliverables

  • Building trusting relationships with new and prospective clients
  • Provide a financial roadmap and investment solution
  • Initiate further referrals from existing clients
  • Management of business practice management within the company, Management of Stats, Assistant, inflows, FICA and FAIS and internal relationships
Skills, Experience and Education

Relevant B Com degree
Post graduate Diploma in Financial Planning
Registration with Financial Planning Institute

Min 5 years working as a WP

Computer competency requirements
Microsoft packages


  • People management skills
  • Assertive
  • Dynamic personality
  • Tenacious
  • Persuasive
  • Excellent communication skills
  • Good writing skills


  • Keep abreast of changes in financial environment and investment markets
  • Technical knowledge

Estate , risk and personal planning

Personal characteristics

  • Charismatic personality
  • Savvy business skills
  • Well presented
  • Innovative
  • Creative
  • Weary of cultural and gender dynamics
To apply send CV to: