We invite you to become part of our Family
At Family Wealth Custodians, our name is more than a name. It reflects who we are, what we believe in and the responsibility we carry for our clients, their families and one another.
FAMILY
We chose Family, because we believe relationships matter.
Family is about belonging, trust, support, respect and looking out for one another. It is about celebrating success, standing together through challenges and recognising that every person brings something valuable.
Our Family extends beyond our employees. It includes our clients, their families, our partners and the communities we serve.
We are different in our experiences, strengths and aspirations, but connected by a common purpose and the way we choose to treat one another.
At Family Wealth Custodians, we want you to feel that you belong and, more importantly, that you are valued, supported and part of our Family.
WEALTH
To us, Wealth means far more than money. It represents the security, opportunities, dreams, families and futures that people work a lifetime to build.
Behind every investment and financial decision is a person, a family and a story.
We have the privilege of helping our clients protect what they have built, make informed decisions and create opportunities for generations to come.
We don't simply look after wealth; we understand what that wealth means to the people behind it.
CUSTODIANS
The word Custodians represents our greatest responsibility: trust.
To be a custodian is to be entrusted with something valuable and to care for, protect and preserve it for the future.
Our clients entrust us with their wealth, their family's future and, often, their legacy. We never take that trust for granted.
Being a Custodian means acting with integrity, accountability and care, doing the right thing even when no one is watching, and understanding that every interaction is an opportunity to strengthen trust.
We are custodians not only of wealth, but of relationships, dreams and legacy.
OUR NAME TELLS OUR STORY
Family. Wealth. Custodians.
Three words, one powerful purpose.
Our culture is not only about what we do, but how we do it and how we make people feel.
We want our clients to feel cared for, understood and valued, and our people to feel respected, supported and that they belong.
Our Family is built on Trust, Respect, Care, Accountability, Collaboration, Growth and Purpose.
When our people thrive, our clients benefit. When our clients thrive, their families benefit. And when families thrive, we all contribute to something greater.
We are Family. We are Wealth. We are Custodians.
Together, we are Family Wealth Custodians.
Family Wealth Custodians Graduate Program
At Family Wealth Custodians, we believe in nurturing the next generation of financial planners through our comprehensive mentorship program. Through our mentorship program, we recruit and assign promising candidates to senior managers who provide unwavering support and guidance. This unique opportunity allows paraplanners to gain invaluable experience, develop their skills, and ultimately mature into certified financial planners.
Who We're Looking For:
-
Final year students completing a BCom or BSc degree.
-
Young working professionals with less than two years of work experience.
If you’re passionate about financial planning and eager to grow in a supportive and dynamic environment, you’re the person we’re looking for.
Why Join Us:
-
Hands-On Experience: Gain practical experience and insights from seasoned professionals.
-
Personalized Mentorship: Receive one-on-one guidance from senior managers committed to your growth.
-
Professional Development: Access opportunities to enhance your skills and advance your career.
-
Path to Certification: Progress from a para-planner to a certified financial planner with our structured support.
If you’re ready to take advantage of this exceptional mentoring opportunity, please send your CV to hr@familywealth.co.za
or complete the below form.
Join Family Wealth Custodians and become part of a village where your growth and success are our top priorities.
.png)
Paraplanner
Paarl, Western Cape
Full-time Paraplanner
Client Liaison - Onboarding & Servicing
At Family Wealth Custodians, we believe that great client experiences start with exceptional service. As a Client Liaison, you will play a key role in supporting client onboarding, managing documentation, and assisting clients throughout their journey with us.
Who We're Looking For
-
Highly organised and detail-oriented individuals.
-
Strong communicators who enjoy working with people.
-
Professionals with administrative or client service experience.
-
Individuals who thrive in a fast-paced, team-oriented environment.
Ideal Experience & Skills
-
2-3 years' experience in client services, client liaison, investment administration, or financial planning support.
-
Experience within a financial advisory, wealth management, investment, insurance, or employee benefits environment.
-
Experience with client onboarding, FICA/KYC requirements, new business applications, and ongoing client servicing.
-
Familiarity with provider platforms such as Allan Gray, Ninety One, Glacier, Discovery, Momentum, Old Mutual, Sanlam, and similar platforms.
-
Proficient in Microsoft Outlook, Word, Excel, Teams, and digital document management systems.
-
Strong attention to detail and excellent communication skills.
Why Join Us?
-
Be part of a purpose-driven financial planning firm.
-
Work alongside a supportive and experienced team.
-
Gain exposure to the financial planning industry.
-
Enjoy opportunities for personal and professional growth.
Ready to Apply?
If you're passionate about client service and would like to join our team, please send your CV to hr@familywealth.co.za or complete the application form below.
Join Family Wealth Custodians and help us deliver an exceptional experience to the families we serve.
Disclaimer:
By submitting this application, I confirm that all information provided by me is true, complete, and accurate to the best of my knowledge. I understand that any false, misleading, or omitted information may result in the rejection of my application or, if discovered after appointment, may lead to disciplinary action, including termination of employment.
I acknowledge that the submission of this application does not constitute an offer of employment, nor does it create any obligation on the part of the Company to employ me. No contractual relationship shall exist unless and until a formal written offer of employment has been made by the Company and accepted by me.
I further acknowledge and agree that if I do not receive written communication from the Company regarding my application within thirty (30) days from the date of submission, my application shall be deemed unsuccessful, and the Company shall have no further obligation to communicate with me in this regard.
I agree that the Company shall not be liable for any loss, damage, or claim arising from the rejection of my application, the failure to offer employment, or the non‑communication of the outcome of my application.
I hereby authorise the Company to verify any information provided, including but not limited to qualifications, employment history, references, and criminal or credit checks (where applicable and lawful), in accordance with South African legislation.
I consent to the collection, processing, and storage of my personal information for recruitment and selection purposes in compliance with the Protection of Personal Information Act, 2013 (POPIA).