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Durban, Kwazulu Natal
Full Time
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R20 000.00 Per Month Gauteng Full Time
Market Related Somerset West, False Bay, Western Cape Full Time
R25 000.00 - R35 000.00 Per Month (Negotiable) Gauteng Full Time
Wealth Solutions Specialists
Posted on 07/05/26 10:42 by Careers Provider
Market Related
Durban, Kwazulu Natal
Full Time
0 Applications Vacancy Details
This is a full-time hybrid role for Wealth Solutions Specialist, based in either Johannesburg, Pretoria, Durban or Cape Town; with some work from home (hybrid) options available. The Wealth Solutions Specialist will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.
Required Skills
- Financial Planning: 2 to 3 years
- Investment Planning: 2 to 3 years
- Financial Advisement: 2 to 3 years
- Wealth Planning: 2 to 3 years
- Financial Advisory And Planning: 2 to 3 years
Candidate Requirements
- Financial Planning and Financial Advisory skills (will be trained on)
- Minimum 2 years work experience essential
- Knowledge of Finance, Investments and Retirement Planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain strong relationships with clients
- A minimum of a Matric / Grade 12 qualification essential
- Relevant industry qualifications such as CFP or FAIS an advantage
- A Bachelors degree in Finance, Business Administration, or related field an advantage
- Own car and a valid drivers license essential
- Must have a clear credit record and criminal record
- Must be a South African Citizen or South African Permanent Resident with a South African ID number
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