Join PWM as a Financial Planner

We are looking to recruit independent or tied graduated Financial Planners with more than 5 years experience in financial planning. The ideal candidate should preferably have a CFP® qualification or studying towards CFP®, specialising in wealth management.

Private Wealth Management encourages an entrepreneurial spirit, and by partnering with us, you take accountability for the success of your practice. PWM will provide guidance and support to optimise the value of your practice, while you will retain full ownership.

Contact us if you meet the following criteria:

  • 5 Years experience as a Financial Planner
  • Completed your RE exams
  • Meet the fit and proper requirements with regard to personal character and the qualities of honesty and integrity
  • Have a degree or diploma in finance or economics
  • You are a CERTIFIED FINANCIAL PLANNER® professional or studying towards the CFP® qualification
  • Specialise in wealth management
  • Have a proven track record of successfully dealing with clients
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If you are looking for assistance or information on succession planning for your practice click here.