SENIOR WEALTH MANAGER

HR Options • Cape Town, Western Cape • Posted June 24, 2026

About the Role

An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. You’ll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It’s an excellent fit for someone eager to broaden their experience — including paraplanners ready to step into a more client‑facing, strategic role.

Your:



  • Formal Education:

    • 3 Year Degree
    • Post Grad in Financial Planning (CFP Designation Advantageous)
    • RE Qualification(advantageous)

  • Experience:

    • ± 5 years’ experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageou...