Wealth Management Assistant Claremont

  • Permanent
  • EE/AA: Open
  • Claremont, Cape Town
  • Posted 2 weeks ago

FroggRecruitSA FROGG Recruitment SA

Wealth Management Assistant Claremont
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Minimum Requirements:
  • Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
  • 1-3 years working experience in financial planning
  • Commerce or financial degree from a reputable tertiary institution
  • CFP or studying towards a postgraduate diploma in financial planning would be advantageous
Please apply online
FROGG Recruitment SA

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