Team leader / Financial Planning Manager (Investments) – Umhlanga

Our esteemed and well-established client in the Wealth and Investment management sector has an exciting opportunity for an experienced Team Leader / Financial Planning Manager to manage their commissions department. This is a fantastic opportunity for an experienced leader with strong financial acumen to work in this dynamic and interesting environment with future growth potential.  If you have excellent people and time management skills, meticulous attention to detail and are looking for a new challenge, then this position is for you!  This position is based in Umhlanga and will suit a mature candidate with excellent team management experience. 


  • Matric + degree
  • Must have managed a team and have a proven leadership record
  • Experience in the Financial Planning industry will be an advantage
  • MS Office – proficient with Advanced Excel skills
  • Own Car essential

Salary: Generous Salary which is market related

Please apply by emailing your CV to

We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.

By applying, you confirm that:

  • We may retain your personal information in our database for future matching of suitable opportunities
  • We may contact you when suitable opportunities arise
  • The information you have provided to us is true, correct and up to date

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