About the position
Senior Wealth Manager CFP Step into a senior advisory role where your expertise shapes long-term wealth strategies and trusted client relationships. Is this you? What you'll be doing Where you'll be doing it What you'll need What you'll get How to apply
Bellville, Cape Town
Market-related
You're an experienced wealth professional who thrives on building meaningful client relationships and delivering tailored financial solutions. You're detail-driven, highly organised and communicate with confidence and credibility. You take ownership, meet deadlines with ease, and bring a strong sense of integrity to everything you do.
You'll take full responsibility for servicing an established client base, conducting detailed portfolio reviews, and providing income sustainability reporting. You'll offer strategic advice across a range of investment products, ensuring solutions align with each client's goals. Your role will involve maintaining strong relationships, handling client queries, overseeing ongoing administration, and ensuring all interactions and reviews are accurately recorded on CRM systems.
You'll join a highly regarded, boutique wealth management firm known for its personalised client approach and technical excellence. The business has built a strong reputation in the financial planning space, offering a collaborative environment where professionalism, trust, and long-term client relationships are at the core of its success. You'll be fully office based in lovely offices in Bellville, Cape Town.
You'll have at least 5 years' experience in wealth management or financial planning, with strong knowledge of investment products, retirement planning, and relevant legislation. A CFP® designation is essential, along with RE5. You should be confident engaging with clients and delivering high-quality financial advice in Afrikaans and English.
Join a respected firm offering a stable client base, a professional working environment, and the opportunity to deepen your advisory impact. You'll be part of a close-knit team that values expertise, accountability, and client-centric thinking.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Financial Advisor
- Financial Planning
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level & Accreditations:
- Degree
- Financial Planning Institute
