Client Relationship Manager

Location
Durban, KZN
Full time, on-site

Chartered Wealth Solutions is a financial planning practice that builds lasting relationships with clients, guiding them through life’s transitions and helping them make decisions that support the life they want to live. Our approach combines expert knowledge with personalised guidance to ensure clients feel supported and confident throughout the planning process.

We are seeking a Client Relationship Planner with deep industry knowledge and experience, who thrives on organisation, precision, and building meaningful client relationships. In this role, you will be at the heart of our financial planning process, ensuring all forms are completed accurately, coordinating with product providers to deliver timely solutions, and keeping the team on track. Your expertise in financial planning processes will allow you to identify and resolve inefficiencies, safeguard against errors, and streamline workflows. By managing these details with care and professionalism, you will help create a seamless, high-quality client experience, ensuring every interaction reflects the standards and thoughtful service that define Chartered Wealth Solutions.

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, SharePoint, Outlook, Word, and Excel.

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

To apply for 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.