Archives: Jobs

Location
Cape Town, Western Cape
Full time, on-site

Are you ready to join a team that places building strong client relationships at the forefront? Chartered Wealth Solutions Western Cape is currently seeking an exceptional Client Relationship Manager to lead the administration efforts within our Cape Town team. We are looking for a conscientious individual who values exceptional work quality and brings patience, determination, commitment, and strong organisational skills to our team. The successful candidate will be equipped with the tools and skills needed to deliver the ultimate client experience.

Your key responsibilities include

• Client Engagement: Act as the primary point of contact for clients, managing communications, setting up meetings, and building strong client relationships.
• Client Support: Handle client queries promptly and foster ongoing relationship-building efforts to ensure client satisfaction.
• Process Paperwork: Obtain necessary forms for withdrawals, switches, retirement, transfers additions, change of details and compliance forms etc.
• Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment information, and ensure that all details are accurate and up-to-date.
• Team Collaboration: Work closely with the financial planning team to ensure that all administrative tasks are completed accurately and on time, supporting the overall efficiency of the team.

Qualifications

• Matric.
• Level 5 Higher Certificate in Financial Planning/Wealth Management Certificate (or equivalent) would be a distinct advantage.

Experience

• A background collaborating with financial planners in an individual business capacity (not corporate/employee benefits).
• A minimum of 3 years’ experience.
• Tech-savviness with tools like XPlan or financial planning software, Astute, Outlook, Word, and Excel.

This is a salaried position, ensuring your financial stability and job satisfaction.
To seize this exciting opportunity, send your CV to recruitment@charteredgroup.co.za. We will only contact short-listed candidates. If you don’t hear from us within ten working days, please consider your application unsuccessful.

Location
Johannesburg, Gauteng
Full time, on-site

Are you ready to join a team that places building strong client relationships at the forefront? Chartered Wealth Solutions is currently seeking an exceptional Client Relationship Manager to lead the administration efforts within one of our dedicated teams. We are seeking a conscientious individual who values exceptional work quality and contributes patience, determination, commitment, and strong organisational skills to our team. The successful candidate will be provided with the tools and skills needed to deliver the ultimate client experience.

Key Responsibilities:

• Client Engagement: Act as the primary point of contact for clients, managing communications, setting up meetings, and building strong client relationships.
• Client Support: Handle client queries promptly and foster ongoing relationship-building efforts to ensure client satisfaction.
• Process Paperwork: Obtain necessary forms for withdrawals, switches, retirement, transfers additions, change of details and compliance forms etc.
• Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment information, and ensure that all details are accurate and up-to-date.
• Team Collaboration: Work closely with the financial planning team to ensure that all administrative tasks are completed accurately and on time, supporting the overall efficiency of the team.

Qualifications:

• Matric
• Level 5 Higher Certificate in Financial Planning/Wealth Management Certificate (or equivalent) would be a distinct advantage.

Experience:

• A background collaborating with financial planners in an individual business capacity (not corporate/employee benefits).
• A minimum of 5 years’ experience
• Tech-savviness with tools like XPlan or financial planning software, Astute, Outlook, Word, and Excel.

This is a salaried position, ensuring your financial stability and job satisfaction.
To seize this exciting opportunity, send your CV to recruitment@charteredgroup.co.za. We will only contact short-listed candidates. If you don’t hear from us within ten working days, please consider your application unsuccessful.

Location
Johannesburg, Gauteng
Full time, on-site

We are seeking a dynamic and skilled Marketing Analyst to join our marketing team. The ideal candidate will possess a unique blend of analytical prowess, digital marketing expertise, and a strong understanding of systems and digital platforms. This role requires not only the ability to collect and analyse data to shape marketing strategies but also hands-on experience in leveraging digital channels for brand expansion. Additionally, the candidate should be capable of contributing to multimedia content creation, including filming, and editing company videos for online platforms. An innate curiosity about emerging marketing trends and AI utilisation is essential for success in this role.

Qualifications:

• Any relevant BCom degree
• Honours degree in Marketing (non-negotiable)
• 5+ years of experience (non-negotiable)
• Proven experience in marketing data analysis and reporting
• Solid understanding of digital marketing principles and practices.
• Familiarity with marketing systems, IT infrastructure, and data management.
• Proficiency in video editing software and multimedia content creation.
• Experience using Evalytics is advantageous

This is a salaried position, ensuring your financial stability and job satisfaction.

To apply for this exciting opportunity, submit your CV to:
recruitment@charteredgroup.co.za. Please note that only short-listed candidates will be contacted, and if you don’t hear from us within ten working days, consider your application unsuccessful. Explore more about us at www.charteredwealth.co.za.

Location
Kwa-Zulu Natal
Full time, on-site

Are you a recent Financial Planning graduate eager to earn your CFP® designation? Chartered Wealth Solutions, a leading independent financial planning company, invites you to apply for our Articled Planner Programme. As a Junior Financial Planner, you’ll be mentored by our certified professionals, gaining invaluable experience and insight in the following areas:

• Client Interaction: Participate in client meetings to build interpersonal skills and understand client needs and transitions.
• Financial Planning: Assist in compiling detailed financial plans under supervision, tailored to individual client situations.
• Financial Analysis: Engage in advanced financial modelling and investigations to develop your analytical and strategic skills.

At Chartered Wealth Solutions, you will experience a balanced approach that combines rigorous financial theory with practical application. We prepare you to conduct in-depth client meetings, equipping you with the interpersonal skills necessary to build rapport, guide clients through significant life transitions, and earn their confidence.

Minimum Requirements:

• Matric certificate
• BCom Honours in Financial Planning, or a Postgraduate Diploma in Financial Planning (exceptional candidates currently studying towards this qualification will also be considered)

This is a salaried position, ensuring your financial stability and job satisfaction. To seize this exciting opportunity, submit your CV to: recruitment@charteredgroup.co.za. Only short-listed candidates will be contacted within ten working days. If you do not receive a response within this timeframe, please consider your application unsuccessful.

To learn more about how we help clients plan with purpose so that they can get the most meaning from their money visit our websites:

www.charteredwealth.co.za

Location
Johannesburg
Full time, on-site

Are you a recent law graduate eager to begin your career in compliance within the financial sector? Chartered Wealth Solutions is actively seeking a detail-oriented Compliance Administrator who is passionate about delivering high-quality work and ensuring accuracy at all times. We believe that compliance is at the heart of trustworthy financial services, and in this role, you will go beyond merely ticking boxes. You will play a crucial part in our commitment to integrity and contribute to a company dedicated to the highest ethical standards. As a Compliance Administrator, you will gain valuable exposure to essential compliance areas, including FICA, Anti-Money Laundering (AML), Client Due Diligence (CDD), and FAIS, equipping you with a strong foundation in compliance. Under the guidance of our experienced Compliance Officer, you will receive mentorship and support to help you realise your full potential.

Your key responsibilities:

• Organising staff training and maintaining training records
• Assisting with the preparation of annual PI cover renewal
• Updating and maintaining licence categories, representatives and key individuals
• Fit and proper declaration management
• FICA management

What you need:

• A degree in Law or a related field, or equivalent legal qualifications

Alternatively

• Relevant Bachelor’s degree (non-negotiable)
• 1-3 years of experience in the financial industry (non-negotiable)
• RE5 Certificate (preferred)
• Expertise in FAIS and AML (preferred)
• Familiarity with tools such as DocFox (preferred)
• Experience in financial planning (preferred)

This is a salaried position ensuring your financial stability and job satisfaction.

To seize this exciting opportunity, sent your CV to recruitment@charteredgroup.co.za. We will only contact short-listed candidates. If you don’t hear from us within ten working days, please consider your application unsuccessful.
Learn more about our commitment to empowering clients to live fulfilling lives at:
www.charteredwealth.co.za.

Location
Johannesburg
Full time, on-site

Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning?

Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry. Our Articled Planner programme offers the following benefits:

• Full-time employment
• Financial Planning Administration exposure
• Mentorship by CFP® professionals
• Practical Financial Planning experience
• Training to do Financial Planning properly (no policy pushing to meet sales targets)
• Salary-based not commission-based
• Life Coaching and Leadership training
• Become a CFP® professional by the end of the programme

If you don’t have your qualification but are currently completing your Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning, you can apply to be a Financial Planning Administrator. Working as a Financial Planning administrator at Chartered will not only increase your chances of being selected for our Articled Planner programme, but it will also enable you to learn financial planning from the best in the industry.

Please note that our selection process is comprehensive, and we only accept several stand-out candidates annually.