Role Overview

This Wealth Planner - Full Training will be Provided opportunity in Bryanston, Cape Town, Durban gives the right candidate a chance to work in investment with clear responsibilities and visible impact.

Key Responsibilities

Take responsibility for the core day-to-day work expected of a Wealth Planner - Full Training will be Provided.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.
Spot risks early and escalate practical issues before they become blockers.

Requirements

Relevant experience in investment or a closely related field.
Good planning habits, attention to detail and reliable follow-through.
Comfort working to agreed standards while adapting when operational needs change.