Wealth Advisor

Company Description

Since its launch in 2011, Springpoint Finance has grown into a leader in private wealth management and personalised advisory services. We partner with industry leaders including Allan Gray, Glacier, Discovery, Old Mutual Wealth and Momentum Wealth to deliver world-class financial solutions. Our leadership team brings more than 40 years of experience, and every client relationship is built on ethics and transparency. Through a client-centred, performance-driven approach grounded in collaboration and diversification, we help our clients meet and exceed their wealth creation goals.

Role Description

We are looking for a full-time Wealth Advisor to join our team in Sandton. This is a hybrid role with some flexibility to work from home. You will provide personalised wealth management, financial planning, retirement planning and investment advice. You will maintain and grow a portfolio of client relationships, develop tailored financial strategies, and make sure each client's financial goals are met.

Qualifications

• Experience in Wealth Management Services
• Proficiency in Financial Planning and Retirement Planning
• Expertise in Investments and Finance
• Excellent interpersonal and communication skills
• Ability to work both independently and as part of a team
• RE 5 Qualification a must
• Minimum of NQF5 Wealth Planning Certificate
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications such as Certified Financial Planner (CFP) are a plus