Menu Close

Cape Town City Centre: Wealth Management Associate

Advertisement



Job Description

Responsibilities: Prepare and collate new client onboarding documentation Oversee the management and updating of client CRM profile Liaise with external and internal providers on client specific queries Resolve and manage admin related queries or issues with clients directly Manage preparation of client review packs Apply basic knowledge of the FAIS General Code of Conduct in daily work Draft and/or check Record of Advice and Replacement disclosure forms Ensure CDD on all clients based on their risk profile according to FICA and company RMCP Ensure a basic level of product knowledge by keeping up to date with products Compile proposal documents based on the Wealth Manager instruction Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines Requirements: Commerce or financial degree (advantageous) 3-5 years experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors CFP designation (advantageous) RE5 (advantageous) Experience in and solid understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA MS Office Suite XPlan (advantageous) Ability to prioritise, organise and plan around large amounts of information High attention to detail Keen interest in Fintech systems Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

View Job  Cape Town Region: Code 8 & 10 driver and Fleet controller needed in Southern Suburbs posted by The Workforce Group Ltd

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

View Job  Cape Town City Centre: TAX/SARS Administrator


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town City Centre, Cape Town Region


Job Seeker Tip

Check your social media privacy settings and ensure public content is professional.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Cape Town City Centre: Financial Manager

Jobs in Cape Peninsula March 10, 2026
Accounting Finance

This role involves: Preparing accurate and timely monthly, quarterly, and annual reports and management accounts Managing year-end audit process and…

View Job  Pretoria: Residential Property Administrator
View Job

Johannesburg: Sales Engineer

Jobs in Central Johannesburg March 10, 2026
Sales

A dynamic and growing company supplying technical products and services to the mining and manufacturing sectors is seeking an experienced…

View Job

Cape Town City Centre: Automation Engineer

Jobs in Cape Peninsula March 10, 2026
Engineering

Job Description: PLC programming HMI and Scada design Perform Factory Acceptance Testing Design and implementation of automation systems Database automation...

View Job

Centurion: Estimator

Jobs in Centurion March 10, 2026
consulting exec Management

Our client is a well-established international projects and infrastructure business specialising in exhibitions, large-scale builds, interiors, and...

View Job

Centurion: Financial Accountant

Jobs in Centurion March 10, 2026
Accounting Finance

As a newly qualified CA(SA), youll join a high-performing finance team within a property development environment that values strategic thinking,…

View Job

Johannesburg: Newly Qualified CA(SA)

Jobs in Central Johannesburg March 10, 2026
Accounting Finance

This is an exceptional opportunity for a technically strong individual who is ready to move beyond pure audit or technical…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

More Jobs in Your Area