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Cape Town City Centre: Wealth Management Associate

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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 client CRM profiles
  • Resolve admin-related queries directly with clients
  • Liaise with internal/external providers regarding instructions implementation
  • Review Management: Coordinate preparation of client review packs with Paraplanners and administrative teams
  • Legislative Compliance: Draft and check Records of Advice (RoA) and ensure CDD meets FICA and internal compliance standards
  • 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

No formal education/certifications mentioned.

Salary & Benefits

Salary is market-related.

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.

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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.

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



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