We offer positions across the following areas:
GRADUATES & NEW FINANCIAL ADVISORS
At RWM we offer young prospective financial advisers/graduates practical training and mentorship in one of our adviser offices in South Africa (Cape Town or Johannesburg).
You can apply if you are looking to start a career in financial planning and you are looking for mentorship as a financial advisor or para-planner to start off your successful career.
This is a great way to ensure the sharing of knowledge and experience. Each new staff member will be guided by a mentor as they progress through their professional careers and learn from more experienced advisors.
- BCom Degree (Legal/Finance) or equivalent NQF 5 financial planning qualification
- Regulatory exams successfully completed or to be done
- CFP will be an advantage
- Clear credit and criminal record
ESTABLISHED FINANCIAL ADVISORS, SUCCESSION PLANNING & ADVISOR PARTNERSHIPS
At RWM, our goal is to build partnerships with existing independent financial advisers and other professional practices through our service offering if you would like to join our team.
This means we seek to form relationships with established professional financial advisors who offer unbiased advice but would still like the opportunity to leverage off a bigger player like RWM for our knowledge, innovative strategies, scale and operational efficiencies. We have worked hard to create the value we offer our clients over the years, which why we also understand the importance of personal service and building relationships with clients and recognize the role our advisers play in maintaining their focus to in growing their business within a flexible framework. To help you do so, we offer a full range of adviser support services if you join us.
- Ongoing marketing and client communication
- Asset management capabilities along with our leveraged pricing
- CRM systems
- Robust IT solutions
- Fiduciary services & stockbroking
- Ring-fenced clients
- Ownership and independence in your own income
Have you thought about what lies ahead for you, your clients and your business income?
SUCCESSION PLANNING & RETIREMENT
When you decide to take steps towards retirement to spend your final days reaping what you have sowed, we can provide a solution to make that a reality.
We have extensive experience in concluding retirement options for more mature advisors where succession is a challenge. We asses various solutions that provide a mutually beneficial agreement for your business through acquisition strategies under our brand. This allows a retiring professional to stay involved without all the hassle while remaining client facing and earning an income but using RWM as the back office to do all of the unnecessary admin & research that ensures your “business” is still growing.
PARTNER WITH US TODAY
If you are a qualified financial advisor or professional practice and would like to partner with RWM, please contact us to set up an appointment to discuss options. Each opportunity is evaluated on a case-by-case basis to ensure a mutually beneficial relationship.
ADMINISTRATORS & PARAPLANNERS
We are constantly looking for hardworking administrators to join our team. This is the backbone of our business as It is essential that all our financial planning teams have this vital role fulfilled. Our administrators ensure that all the requests from or regarding clients have been processed and dealt with. They are the liaison between RWM and our service providers and act as the assistants to the financial planners within our stable. They form a dual role of administrator & Paraplanner to help retain the relationship with the clients by ensuring that all their specific needs are met.
- Minimum 1 years’ experience in financial services administration
- Clear credit and criminal record