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Vacancies

Wealth Management Assistant

Permanent posted 3 weeks ago in Administation , in Banking , in Financial Services
  • claremont, Claremont, 7708, Cape Town, Western Cape, South Africa
  • Post Date : March 12, 2025

Job Detail

  • Job ID 264216
  • EE or Non EE Position  Non EE Position
  • Disability Position  No
  • Career Level  Experience 
  • Experience  3-4 Years 
  • Qualifications  Diploma / Bachelors

Job Description

Wealth Management Assistant Claremont, Cape Town

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.

Salary: Market related – Office based

Minimum Requirements:

Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis

3-4 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

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