Associate Wealth Manager / Financial Planner

Associate Wealth Manager / Financial Planner

Company: Established Private Wealth Practice

Location: Bedfordview, Gauteng

Region: Gauteng

Employment type: Permanent

Position level: Intermediate

Reporting line: Senior Adviser / Practice Principal

Remuneration: Disclosed to shortlisted candidates

Reference: ACG-FA-013

Date posted: 3 August 2026

Role overview

An established boutique wealth‑management and financial‑planning practice based in Bedfordview is seeking a professional, commercially aware and client‑focused Associate Wealth Manager / Financial Planner.

You will help manage and develop long‑term client relationships, financial‑planning strategies, investment portfolios and practice‑growth initiatives, working with affluent clients in a collaborative, relationship‑driven environment.

Who this suits

The role is deliberately open to more than one profile:

• An experienced CFP® professional with established holistic financial‑planning experience;
• A CFA‑qualified or investment‑focused professional seeking broader private‑client exposure; or
• A high‑potential young professional who has recently completed relevant studies and can be developed into a client‑facing wealth‑management role.

Key responsibilities

• Build and maintain trusted, long‑term client relationships, and conduct regular review meetings and portfolio assessments.
• Conduct comprehensive financial‑needs analyses and develop holistic plans across investment, retirement, risk, estate planning, tax‑efficient structuring and intergenerational wealth transfer.
• Prepare Records of Advice and supporting documentation that are technically sound, clearly motivated and properly documented.
• Assist with asset‑allocation recommendations, portfolio monitoring and rebalancing, and conduct product, fund and platform research and due diligence.
• Identify life, disability, severe‑illness and income‑protection needs, and support estate‑planning work involving wills, trusts, beneficiary nominations and estate duty.
• Liaise with attorneys, accountants, fiduciary specialists and tax professionals, and develop strategic referral relationships.
• Ensure all advice complies with FAIS, FICA, POPIA and Treating Customers Fairly principles, and maintain accurate, audit‑ready client records.
• Support the accurate and prompt processing of client instructions, provider applications and implementation actions.

Minimum Requirements

• CFP® professional designation;
• Postgraduate Diploma in Financial Planning;
• A relevant BCom degree;
• CFA designation or active progress through the CFA programme; or
• An Investment Management, Economics, Finance or related qualification.

Experience

Experienced candidates

Will bring roughly three to seven or more years in holistic financial planning, wealth management, investment advice, private‑client servicing or portfolio construction, with proven ability to manage or support high‑net‑worth relationships and sound exposure to tax, estate and risk‑planning considerations.

Graduates and young professionals

Studying toward CFP® or CFA will be considered where they demonstrate strong technical aptitude, professionalism and excellent Afrikaans and English communication. A graduate would be developed through an associate pathway rather than managing complex high‑net‑worth relationships independently.

Fluent Afrikaans and English is a requirement of this role.

Regulatory requirements

Depending on seniority, candidates should ideally have RE5, a valid and verifiable DOFA, FAIS fit‑and‑proper compliance, the required class‑of‑business and product‑specific training, a current CPD record and appropriate representative status.

Candidates who have recently completed their studies may be considered for a structured development appointment where supervision and training are available.

Supporting Documents

• Qualifications
• RE5 Certificate
• CPD Records

Cultural fit

This is a boutique, relationship‑driven practice where trust, discretion and consistency matter as much as technical skill. The practice is looking for someone who builds genuine long‑term relationships, works collaboratively rather than competitively, takes ownership and values ethical advice and client outcomes.

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