Wealth Planner

Company Description Precision Wealth is a dynamic financial services company committed to delivering advice, transparency, and service to its clients and stakeholders. As part of the Hereford Group of companies, Precision Wealth benefits from a strong, established network and shared expertise. The organization focuses on providing tailored financial solutions that help clients achieve their long-term goals. Team members are encouraged to “find the extraordinary” by offering exceptional client experiences and innovative approaches to wealth management.

Role Description This full-time Wealth Planner role is a hybrid position based in the City of Cape Town, with a combination of in-office and work-from-home flexibility. The Wealth Planner will engage with clients to understand their financial goals, assess their current financial situation, and develop comprehensive financial plans. Daily responsibilities include building your practice through sourcing clients, advising on investments, retirement planning, risk management, and insurance solutions, as well as monitoring portfolios and adjusting strategies as client needs or market conditions change. The role involves preparing detailed financial reports, maintaining accurate client records, and collaborating with internal teams to ensure high-quality service delivery. The Wealth Planner is expected to build lasting client relationships, uphold regulatory and ethical standards, and contribute to the growth of Precision Wealth.

• Strong skills in Financial Planning, business development and eagerness to work as an entrepreneur with the ability to design and implement comprehensive, client-focused financial strategies.
• Solid grounding in Finance, sales, business decelopment , with the capability to analyze financial data and explain complex concepts clearly to clients.
• Knowledge of Insurance products and risk management solutions to support holistic wealth planning.
• Relevant tertiary qualification in Finance, Financial Planning, Economics, or a related field; professional certifications (e.g., CFP or equivalent) are advantageous.