Careers and Open Positions
Wealth Doctors (SA) is specifically designed and optimized for high-performing self-starting individuals, looking for an environment that can support them in becoming their vision of success. Our digitally ready and entrepreneurial financial advisory hub is a leading high-performance space looking to collaborate with like-minded individuals – does this sound like you?
Why join Wealth Doctors
Our digitally ready and future forward financial advisory hub is a leading high performance and supportive structure that allows an advisor to do what she/he does best, and thatβs give advice. We provide extensive administrative support, paraplanning support, coaching and guidance in creating a legacy practice, and unlike other similar businesses out there we are invested in our advisor force and constantly enhancing the business to be an environment in which all high performance advisors thrive and are happy and proud to call home.
Our Culture
We are a completely digitised franchise, that understands the needs of an innovative and entrepreneurial financial advisor, and have created a business to allow this kind of advisor to achieve greatness.
We pride ourselves on a culture that is progressive,Β inclusive,Β autonomous,Β andΒ nurturing. We are future-forward, we are great financial advisors but we are amazing as a team and we respect each other’s diversity in an environment where our leadership drives autonomy.Β
Financial Advice
We always on the look out for entrepreneurial Financial Advisors and dynamic paraplanners to join our team of revolutionary advice team.
Para-planner
Paraplanners provide support to financial advisers and their clients by compiling research, compliance checking, writing suitability reports and answering technical queries. In addition, they also provide technical support on areas such as tax, legislation and products the client has or may need to help them meet their financial goals.
Financial Advisor
Paraplanners provide support to financial advisers and their clients by compiling research, compliance checking, writing suitability reports and answering technical queries. In addition, they also provide technical support on areas such as tax, legislation and products the client has or may need to help them meet their financial goals.
Debt Counsellor
Debt counsellors are responsible for dealing with complex debt situations, helping people to manage their finances and eventually become debt-free. They provide impartial, confidential and practical help and advice to clients whose debts have got out of control, advising on issues such as financial planning, budgeting, money management and bankruptcy
Operations
Our business is nothing without our strength, and that lies in the abilities of our operational staff.Β For any openings in this area, please see below.
Administrator
We are always on the look out for professional and detail-orientated administrators to deal with customers and assist senior management and advisors in the daily running of the business.Β The ideal candidate is a good multi-tasker and takes initiative while still adhering to existing processes and procedures.Β Dedication and ability to follow instruction is non-negotiable for this position.
Accountant
Our Accountants are multi-faceted, highly skilled professionals that provide financial advice to clients that range from multinational organisations and governmental bodies to small independent businesses and individuals. They specialise in various areas of practice, including audit, management consultancy, recovery, forensic accountancy, taxation, assurance and corporate finance.
Human Resources Consultant
Because our people are our most important asset, we only recruit the most employee-centric human resource managers around. We are looking for a qualified HR Consultant to lead a variety of human resource projects and provide fruitful human capital advice. You will help the company optimize everyday processes such as recruitment, as well as implement strategic HR plans and technology.
Management
Our leaders are bold but human, who drive the values of the business to ensure that our people are happy and thriving.
Operations Manager
Our Referee is our Operations Manager. This roleΒ is mainly to implement the right processes and practices across the organization while formulating strategy, improving performance, procuring material and resources and securing compliance throughout Wealth Doctors.
Sales Manager
The Bread Winner. Our Sales Managers are the soul of our business, they lead our sales team by providing guidance, training and mentorship, setting sales quotas and goals, creating sales plans, analyzing data, assigning sales territories and building their team.
Senior Financial Advisor
Job Description
Wealth Doctors is specifically designed and optimized for Senior Financial Advisors, who are looking for an environment that can support them in becoming an advisor that comes highly recommended, trusted and appreciated by their customers. Our digitally ready and future-forward financial advisory hub is a leading high performance and supportive structure that allows an advisor to do what she/he does best, and thatβs giving advice. We provide extensive administrative support, paraplanning support, coaching and guidance in creating a legacy practice, and unlike other similar businesses out there we are invested in our advisor force and constantly enhancing the business to be an environment in which all high-performance advisors thrive and are happy and proud to call home.Β
- Training allowance – we will support you financially while you train.
- A monthly allowance – based on your performance, we can offer you an allowance.
- Up to 100% commission
- Full administrative support
- Paraplanning Support
- Belongs to Funds and Schemes (Medical aid, pension etc.)
- 13th Cheque/Performance Bonus paid in December
- Interest-Free Technology loan if needed.
What’s required
- Matric Qualification
- Minimum of 2 yearsβ experience as a Financial Advisor/ Wealth Manager
- Required FAIS Accreditation (Regulatory Examination RE 5)
- CFP Preferred/NQF 5 (120 Credits or 60% completed) Preferred.
- A valid driver’s license with own transport
- Own laptop and Cell phone – (Equipment & materials will require a laptop computer with Windows operating system i5 or higher)
- No adverse listings in accordance with FSCA fit and proper regulations
- The latest proof of income ( 3 months payslips, bank statements or IRP).
Support Paraplanner
Job Description
Wealth Doctors is specifically designed and optimized for Senior Financial Advisors, who are looking for an environment that can support them in becoming an advisor that comes highly recommended, trusted and appreciated by their customers. Our digitally ready and future-forward financial advisory hub is a leading high performance and supportive structure that allows an advisor to do what she/he does best, and thatβs giving advice. Our Support Paraplanners play a big role in allowing our Financial Advisors to succeed. This is a permanent role that would suit a high energy individual who is organised, target driven, able to work to tight deadlines and has strong attention to details.
- A monthly allowance – based on your performance.
- Uncapped Commission
- Paraplanning Support
- Competitions and Conventions
- 13th Cheque/Performance Bonus paid in December – performance-dependent.
What’s required
- Matric Qualification
- Minimum of 1-year sales experience.
- Paraplanning experience preferred
- Ability to work independently, attention to detail and excellent organisational skills.
- Fluency in English a pre-requisite, second local language preferred.
- Own Vehicle preferred.
Debt Review Advisor
Job Description
Helping our customers achieve financial greatness includes those who need to be rehabilitated. The recently opened debt counselling tier of our business will have a debt counsellor work hand in hand with a customer in need to resuscitate them financially. The aim is to help all customers create wealth and learn good financial management skills to avoid them ever taking on bad debt. If you’re passionate about helping people and extremely target driven, this might be the ideal opportunity for you.
- A competitive monthly allowance – based on your performance.
- Uncapped Commission.
- Training
- Competition and Conventions
- 13th Cheque/Performance Bonus paid in December (performance-dependent).
- Training provided
What’s required
- Matric Qualification
- Debt Advisory experience preferred
- Minimum of 1-year sales experience.
- Ability to work independently, attention to detail and excellent organisational skills.
- Fluency in English a pre-requisite, second local language preferred.
- Own Vehicle preferred.