Senior Wealth Planner / Business Developer at CLS Human Capital Specialists

Job Purpose:

• The Senior Wealth Planner will be responsible for expanding the company’s FSCA offerings, developing strategic partnerships, and managing high-value client relationships. The role requires a deep understanding of investment solutions, financial planning, and regulatory compliance. The ideal candidate will have a proven track record in sales, financial advisory, and business development, ensuring sustainable growth and client satisfaction.

Requirements:

Minimum Qualifications Required (Essential):

• BCom Degree in Finance or a similar field
• CFA/CFP Certification
• RE5 Qualification

Minimum Qualifications Required (Desirable):

• BCom Honours Degree in Finance or a similar field

Minimum Experience Required (Essential):

• 5 – 10 Years experience in a similar role
• FSCA Experience
• A robust professional network and the ability to attract new clients

Other:

• Reliable own transport
• Valid driver’s license
• Proficiency in English and Afrikaans will be beneficial
• Salary: Market Related

Key Responsibilities:

• KEY - Business development of FCSA side, Strategy and Addition of new FCSA Offerings and

Building a network on this side

• Build and nurture relationships with clients and prospects, ensuring a thorough understanding of their financial goals.
• Manage client relationships with the highest level of professionalism, ensuring consistent and effective communication.
• Achieve and exceed sales targets set by the business, contributing to the overall growth of the company.
• Maintain and uphold the highest standards of compliance and integrity in all interactions.
• Deliver exceptional customer experiences, fostering long-term, trust-based relationships with clients.