Wealth Advisor

Recruiter:

The Recruitment Council

Job Ref:

Wealth Advisor Weste..

Date posted:

Friday, January 23, 2026

Location:

Cape Town, South Africa

Salary:

Market-related

SUMMARY:
Wealth Advisor

POSITION INFO:

Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers.

This role is integral in aligning practices with the company''s internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth.

Key Responsibilities:

Implement the Wealth Management value proposition across all financial planning practices and adviser segments.

Drive the adoption of the company''s investment philosophy and internal House view fund list to empower advisers to articulate value to clients.

Manage strategic partnerships with internal investment, trust, and securities divisions to support franchises with the full wealth offering.

Drive strategies to increase assets under management/advice for the channel.

Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in financial technology.

Facilitate the investment advice process with financial advisers to drive adoption of financial planning tools and investment proposals.

Provide expert guidance on retirement planning, estate planning, tax optimization, and other aspects of comprehensive financial planning.

Educate financial advisers on investment strategies, market trends, and financial planning concepts, facilitating investment workshops.

Build and retain funds under management by migrating existing assets to focus solutions.

Requirements:

Education & Licensing:

Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).

Certified Financial Planner (CFP) designation (Preferred).

Hold both RE1 and RE5 regulatory examinations (Essential).

Experience & Knowledge:

5–8 years of experience in financial services, specifically within asset wealth management.

5–8 years of experience in the investment marketing arena.

Strong knowledge of the investment and wealth management industry in South African and international markets.

In-depth legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.

Send your applications to

Similar jobs you might be interested in:

Wealth Advisor Assistant - Paarl
Location: Paarl
Salary:
Our client a Insurance and Investment company in Paarl is looking for a wealth advisor Assistant.
7 days ago

Wealth Advisor
Location: Capetown
Salary: Market-related
wealth advisor
46 days ago

FINANCIAL PLANNER
Location: Cape Town
Salary: Market related
Helping clients navigate complex financial landscapes and make informed financial decisions.
Today

Paraplanner (Fish Hoek)
Location: Cape Town
Salary:
7 days ago

WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the advisor in the administration of clients' financial reviews and investments.
8 days ago

Paraplanner
Location: Somerset West
Salary:
Our client in Somerset West, Cape Town, is seeking a skilled Paraplanner to join their team. The ideal candidate will hold a B.Com (Bachelor of Commerce) degree or equivalent tertiary qualification, with a Postgraduate Diploma in Financial Planning being advantageous. Candidates should have 2–5 years’ experience in a similar role within a Financial Planning or wealth Management practic...
Today

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior wealth Manager serves existing clients and supports wealth Planners.
1 day ago

Wealth Product Specialist
Location: Tyger Valley, Western Cape
Salary: Market Related
wealth Product Specialist
13 days ago

Junior Private Wealth and Inheritance Attorney
Location: Cape Town
Salary: Market Related
A full-service law firm offering legal advice to UK and international businesses, as well as individuals and families, is seeking a Junior Personal wealth and Inheritance Attorney to provide comprehensive administrative and legal support in estate and probate matters, including managing client communications, regulatory compliance, asset administration, tax documentation, and estate finalization p...
14 days ago

Wealth Administrator
Location: Century City
Salary: Market related
Join a dynamic wealth management environment where you'll play a key role in delivering a seamless o
35 days ago

Wealth Advisor

Similar jobs you might be interested in:

Jobseekers

Recruiter

General