Wealth Management Assistant

Wealth Management Assistant - Claremont, Cape Town

Our client, a Wealth Management company, is looking for a Wealth Management Assistant to provide administrative support to a Wealth Manager in all aspects of their portfolio.

Salary: Market related – Office based

Minimum Requirements:

1. Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
2. 3-4 years working experience in financial planning
3. Commerce or financial degree from a reputable tertiary institution
4. CFP or studying towards a postgraduate diploma in financial planning would be advantageous

Please apply online.

FROGG Recruitment