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Wealth Management
Wealth Management Recruitment
We recruit paraplanning, financial planning, risk analysis and advisory professionals for wealth practices, advisory firms and investment focused businesses. We consider technical capability, client responsibility, regulatory standing and the quality of each candidate's career track record.
Roles we place
- Paraplanners
- Financial Planners
- Risk Analysts
- Financial Advisors
- Portfolio Managers
- Investment Analysts
- Fiduciary and Estate Specialists
- Client Service Leadership
Choose a location
Pick the city you are hiring in to see how the wealth management market behaves there and which roles we recruit.
Regulatory and compliance context
Advice and discretionary management roles fall under FAIS, with additional obligations under POPIA and, for estates work, the Administration of Estates Act. We confirm RE5, CFP standing where claimed, licence categories and continuous professional development records before shortlisting.