Senior Wealth Advisor, Umhlanga

SENIOR WEALTH ADVISOR

KwaZulu-Natal  ·  Relocation Considered || ???? Location: Durban / Umhlanga / Ballito || ???? Type: Permanent, Full-Time

???? Experience

Senior - 8+ Years

ABOUT THE FIRM

The hiring firm is an award-winning, independently owned South African wealth advisory business with more than two decades in operation. Fiercely independent of any product provider, it operates an advice-led philosophy with particular depth in the high-net-worth market - and has built a reputation as a trusted succession home for retiring advisors.

THE OPPORTUNITY

The firm is expanding into KwaZulu-Natal and needs a Senior Wealth Advisor to anchor the region.

On appointment, the successful candidate will be seeded a substantial client book transferred from retiring advisors - long-standing relationships built on trust and accustomed to a high standard of care. Further books are expected to follow as the practice grows.

The role carries meaningful participation in regional growth upside, with the package structured so that earning potential sits largely in the advisor's own hands.

For the principal of an established KZN advisory practice - a merger is also on the table.

WHAT YOU'LL BE SUPPORTED BY

•    Full paraplanning function

•    Fiduciary and trust specialists

•    Leading technology and AI tools built for wealth advisory

•    Comprehensive compliance support

•    Strong operations and practice management infrastructure

WHAT WE'RE LOOKING FOR

•    CFP® designation - preferred

•    8+ years as a senior wealth advisor with an established client track record

•    Breadth across investments, retirement, risk, estate planning, and offshore

•    Leadership capability - comfortable anchoring and building a regional office

•    An advice-led philosophy grounded in genuine client care

•    Conviction in the value of true independence

•    KZN-based, or open to relocating from Johannesburg or Cape Town

THE LOCATION

Durban, Umhlanga, and Ballito are all viable base locations. For advisors considering relocation, the Natal North Coast offers excellent schools, lifestyle estates, and coastal living - within easy reach of Durban's professional market. For the right person, this is not a compromise.

REMUNERATION

Highly market-competitive and structured around the advisor's own performance and regional growth. Details discussed directly with shortlisted candidates. 

This is a confidential search conducted through ARVO. Applications are managed via Workable.

The name of the firm will be disclosed to suitably qualified candidates at the appropriate stage of the process.