Senior Wealth Management Assistant

Our client based in Tokai is looking to add to their team.

Is this you?
You’ve worked in an office servicing multiple financial planners as their assistant or perhaps you have worked in a wealth management team supporting the wealth manager but you’re keen to make a change. You want more independence and a less corporate environment.


Details of the role:

  • Reports to Senior Wealth Manager (CEO)
  • Remuneration is market related
  • Office is in Tokai
  • Hybrid working arrangement

What you’ll be doing (and why you’ll enjoy it)
Most of all, you will enjoy the challenge of developing long-term close relationships with demanding but exciting clients whose needs constantly change. You will grow into being their go-to person in the financial world. Earning their respect and co-operation will be key to your success.
You will support an established Senior Wealth Manager (The CEO who also manages an investment team) with everything that goes into providing clients what they need to achieve their financial goals. Gathering client data, managing the CEO’s diary, developing reports and proposals, executing instructions and keeping client records up to date and compliant.
You will have the support of an existing team of people, including an administration assistant, members of the investment team and an estate planning specialist. You will work closely with them to serve the clients.
Where you’ll be doing it
You’ll be joining a small, innovative, independent firm. They have been going for over 30 years and have experienced phenomenal growth in the past year. You’ll be based in Tokai and will be required to go out to see clients from time to time.

Minimum requirements

  • Preferably a Bachelor of Commerce in Finance (Or related field) or some form of tertiary education.
  • Qualified CFP Insurance Qualifications or NQF equivalent
  • relevant work experience within the financial industry with policy, systems and financial product knowledge
  • Strong computer literacy – particularly excel and word
  • Strong English speaking and writing with the ability to speak and understand Afrikaans
  • Experience using X-plan

Core Competencies:

  • Great communication and coordination skills
  • Attention to detail – absolutely essential
  • Analytical thinking
Apply & upload CV now