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  • Posted: Jan 30, 2025
    Deadline: Not specified
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  • Founded in 1996, we at CLS Human Capital Specialists offer a comprehensive range of solutions integral to Human Resources and Organisational Development. We partner with small and medium businesses, and render specialised services developed to adapt to any company’s unique needs. We offer organisational development, HR consultancy services based on o...
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    Senior Wealth Planner / Business Developer

    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.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to CLS Human Capital Specialists on clshr.simplify.hr to apply

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