Wealth Planner Jobs in Durban
Status Staffing · Durban
Market Related Senior Level
A Wealth Planner is wanted in Durban, KwaZulu-Natal, to join a growing private client team in Umhlanga. This permanent role suits an experienced private client professional who can grow a book of high-net-worth clients while meeting strict regulatory standards.
About the company and the work
The role is advertised through Status Staffing for a reputable financial services organisation based in Umhlanga. Status Staffing describes itself as a Western Cape-based boutique staffing solutions provider. The work focuses on private client wealth management, including high-net-worth and ultra-high-net-worth investment advice, financial planning and estate planning, with hours from Monday to Friday, 08:00 to 17:00.
Role details and duties
- Acquire new private clients and their lump sum investments into the company’s PSP and/or fund products, increasing funds under management for the company and for the Wealth Planner’s book.
- Develop a pipeline of new business from the company’s lifestyle and professional networks, as well as through direct and organic business opportunities.
- Service existing private clients in line with the company’s high standards of service within the private wealth industry.
- Ensure full compliance with the company’s regulatory requirements, including adherence to FSCA regulations, and maintain accurate and compliant client documentation, particularly Records of Advice, while upholding the principles of Treating Customers Fairly (TCF).
Requirements
- 5–10 years’ experience as a Private Client Wealth Manager.
- 2–5 years’ experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning.
- Computer literate and technologically savvy.
- Proficient in Microsoft Office.
- Grade 12 (Matric).
- Recognised tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification.
- A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification will also be considered.
- Successfully completed the Representative (RE5) examination and currently registered on an FSP license as a Representative providing advice and intermediary services.
- Registered on an FSP license for relevant product categories (may be under supervision for selected sub-categories).
- Valid driver’s license.
- Fluent verbal and written communication skills in English and Afrikaans.
- Additional qualifications such as RE5, FSP accreditation, and a Diploma in Financial Planning will be advantageous.
- A recent professional profile photo is to accompany your application.
Where to find and apply safely
This opportunity is listed on Careers24, and the Apply button on this page links to the original listing. Apply only through that original advert, and be cautious of anyone who asks for payment in exchange for a job. The source listing states that applications close on 27 November 2026, and that if you do not hear back within 10 working days you should consider your application unsuccessful. The salary is stated as market related, so no figure is shown here.
Practical tips
- Show private client results, including new business, lump sum investments and growth in funds under management.
- Highlight high-net-worth and ultra-high-net-worth advisory, financial planning and estate planning experience.
- Make your RE5 and FSP registration status clear, including any supervision arrangements.
- Prepare a recent professional profile photo, as the advert asks for one with your application.
How the process works
Use the Apply button to reach the original Careers24 listing and follow its application instructions. The listing is marked as an external application, so check the destination page carefully and submit the information it requests. The advert also refers applicants to the Status Staffing website.
Important information
This page is informational only. It summarises a third-party job advert and does not guarantee employment. Details, including the closing date, may change, so always confirm them in the original advert before applying.
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