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Cape Town: Wealth Management Assistant posted by FROGG Recruitment

Wealth Management Assistant

Posted on 2025-03-22

Employer FROGG Recruitment
Salary 0
Category It Computer
Location Western Cape  /  Cape Town

Job Summary

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

Wealth Management Assistant position available in Western Cape, Cape Town. This job position was posted by FROGG Recruitment. The job has been posted as a premium ad on 2025-03-22 at 06:38:30 in the It Computer category

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