Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult
dispenses financial planning, product advice, product execution and investments management services to individuals and
businesses in the high net worth, affluent, retail upper and small business enterprises (SMEs) market.
Consult, being an authorized FSP, is able to offer our clients product solutions of all of the major life, health, saving,
investments, short term and employee benefits providers in South Africa. We have contracts with 122 product providers in
total.Consult is one of South Africas largest and most respected financial planning and advice specialists with a national
footprint of 280 financial advisers, including 50 specialist short term advisers, spanning across South Africa. We subscribe
to the principles of treating our customers fairly and in doing so, offer our clients industry leading solutions.
Role PurposeThe purpose of the Wealth Management Specialist role is to provide investment support and implementation of the wealth management value proposition and solutions to the Consult network business and its Financial Advisers. The role also aligns the practices with internal house-views and enhancing the financial wellness and client centric philosophy.
Requirements
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