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The Garden Route wealth management market
We serve George, Knysna, Mossel Bay and the wider Garden Route. We recruit across insurance, wealth management and banking, with particular access to established professionals who value the region's growing business environment and quality of life. Within that market, our wealth management desk covers recruitment for wealth practices, advisory businesses and investment focused firms.
About the financial planner role
Financial planners advise clients across investment, retirement, risk and estate planning. They own the relationship and the advice record that sits behind it.
Key responsibilities
- Complete needs analyses and build financial plans for individuals and families
- Advise on investment, retirement, risk cover and estate structures
- Conduct annual reviews and adjust plans as circumstances change
- Grow the practice through referrals and professional networks
- Maintain advice records to FAIS standards
Experience and background we look for
- Four or more years advising clients on holistic financial plans
- A client base that can be described in terms of assets and retention
- CFP designation or clear progress towards it
- RE5 with the correct class of business and product specific training
Core skills and competencies
- Holistic planning
- Client trust and retention
- Investment knowledge
- Tax and estate awareness
- Business development
- Compliant advice records
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.
How Morton Moore runs this search in Garden Route
We keep an exclusive client list, so on every accepted financial planner mandate a far wider part of the Garden Route wealth management market stays open to direct approach. We map the employers in the area, contact people who are not applying for jobs, test the detail behind each claim on a CV and present a short, honest list. Our fee is 12.5 percent and every placement carries a three month guarantee period.
Frequently asked questions
- Who are the top financial planners recruiters in Garden Route?
- Morton Moore recruits financial planners in Garden Route on a selective basis. We take on a limited number of clients in each sector so that we can approach the widest possible pool of wealth management professionals for every brief we accept.
- How long does it take to fill a financial planner role in Garden Route?
- Most searches at this level produce a shortlist within two to three weeks of a full brief. The final timeline depends on notice periods, which in Garden Route are usually one calendar month and sometimes longer for senior appointments.
- What does Morton Moore charge?
- Our agency fee is 12.5 percent of the annual package and every placement carries a three month guarantee period. There are no separate advertising or shortlisting charges.
- Do you recruit financial planners outside Garden Route?
- Yes. We work from offices serving the Garden Route, Johannesburg, Cape Town and Durban, and we place financial planners across South Africa. We also recruit into Insurance and Banking for clients who need cover beyond wealth management.
- Can candidates register with you directly?
- Yes. Candidates can view current opportunities and apply through our own site. Applications stay with Morton Moore and are never shared with a client without permission.
Hiring a financial planner in Garden Route?
We take on a limited number of clients so that the widest possible part of the market stays open for every mandate. Apply for a client partnership and we will tell you honestly whether we can act on the brief.