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Cape Town: Junior Technical Wealth Specialist posted by Hire Resolve

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Job Description

About the Role

A leading Financial Services company is seeking a detail-oriented Junior Wealth Technical Specialist based in Cape Town to join their team. This role offers an exciting opportunity for a professional with at least 3 years of experience in investment products, life insurance, and medical aids to support a national network of advisers with complex advice matters.

Key Responsibilities

  • Support a national network of advisers with complex advice related matters.
  • Engage with product providers to ensure the product suite remains competitive.
  • Coordinate engagement sessions between various internal and external stakeholders.
  • Act as a subject matter expert on technical products and advice matters during distribution committees and meetings.
  • Track team projects and provide necessary support to ensure they are completed.
  • Conduct due diligence on product providers and introduce team efficiencies.
  • Report project progress and ad hoc business results to various management committees.
  • Apply actuarial principles and methods to solve defined and routine problems.
  • Analyse data received from product providers and collate feedback.
  • Perform statistical analysis and risk assessments.
  • Analyse financial statements and track project progress.
  • Present findings and analysis of due diligence to management.

Requirements

  • Degree in Financial Management, Financial Planning, or Accounting.
  • Postgraduate Diploma in Financial Planning or CFP (Advantageous).
  • 3+ years of experience with investment products, life insurance, and medical aids.
  • Proficient in PowerPoint, Word, and Excel for presentations.
  • Ability to analyse financial statements and understand financial products.
  • Strong analytical skills with high attention to detail.
  • Competency in presenting due diligence findings to management.
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Qualifications

No formal education or certifications are required for this role.

Salary & Benefits

The salary for this role is highly competitive based on experience.

How to Apply

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

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.

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



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