Menu Close

Cape Town City Centre: Wealth Management Associate

Advertisement



Job Description

About the Role

We are seeking a highly organized administrative professional to join our client’s team as a Wealth Management Associate in Cape Town City Centre. As the backbone of the advisory process, you will manage operational details and paperwork to improve the client experience.

Key Responsibilities

  • Prepare and collate documentation for new client onboarding
  • Manage the management of client CRM profiles
  • Resolve admin-related queries directly with clients
  • Liaise with internal/external providers regarding the implementation of instructions
  • Review Management: coordinate with Paraplanners and administrative teams as required
  • Compile financial needs analyses, retirement needs analyses, and proposal documents based on Wealth Managers’ instructions

Requirements

  • Experience: 35 years of working experience in a financial planning environment, specifically assisting Wealth Managers or Family Officers
  • Education: A Commerce or Financial degree from a reputable tertiary institution is highly advantageous
  • Professional Registration: A CFP designation or RE5 qualification is considered an advantage
  • Knowledge: Solid understanding of FAIS (CAT II knowledge advantageous) and FICA regulations
  • Computer Literacy: Proficiency in the Microsoft Office Suite is required; experience with Xplan is a significant advantage

Qualifications

(None mentioned)

Salary & Benefits

(None mentioned)

How to Apply

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

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.

View Job  Johannesburg: Lending Specialist (Cape Town)

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 Region: Finance 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

Create a professional email address for job hunting - avoid nicknames or casual addresses.

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

Western Cape: Technical Sales Technician posted by Network Contracting

Jobs in South Africa April 4, 2026
IT Sales Network Contracting

Company and Job Description:Our client is a well-established and reputable organisation operating within the Battery Systems, Lift Equipment, Industrial...

View Job  Johannesburg North: Financial Services Professionals posted by Network Finance
View Job

Africa: Warehouse and Distribution Manager posted by Network International

Jobs in Africa April 4, 2026
Logistics Sales Network International

We are seeking experienced Warehouse Managers who can lead daily warehouse operations, inventory control, dispatch, and staff performance.Are you strong…

View Job

South Africa: L2 Engineer X 2 posted by Greys Recruitment

Jobs in South Africa Remote April 4, 2026
Greys Recruitment Telecommunication

Job Requirements:Appropriate IT Diploma and or Qualification including MCSE, MCITP, A+, N+ qualification (for Tier 2)A minimum of 5 years’…

View Job

Gauteng: Quality Manager posted by Network Finance

Jobs in Gauteng April 4, 2026
Network Finance Quality Controller

Key Responsibilities- Develop, implement, and maintain the company’s Quality Management System- Ensure compliance with ISO 9001, TÜV SÜD, and regulatory...

View Job

Midrand: Mechatronic Engineer posted by Network Finance

Jobs in Gauteng April 4, 2026
Network Finance Other Engineering

We work closely with established organisations to attract and secure top Mechatronic Engineers into long-term roles that offer real ownership,…

View Job

Gauteng: Design Engineer posted by Network Finance

Jobs in Gauteng April 4, 2026
Mechanical Engineering Network Finance

Key Responsibilities- Create detailed design concepts, specifications, and engineering drawings- Develop 3D models and technical documentation using...

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