Job Description
Career Opportunity: Technical Product Specialist (Wealth & Investment)
Job Title: Technical Product Specialist (TAS)
Location: Tygervalley, Cape Town
Contract Type: Full-time, Permanent
Industry: Wealth Management / Financial Services
Salary: Competitive Senior Package (Market Related)
Are you a Wealth Product Specialist with deep technical expertise and a passion for high-level financial planning?
A leading South African financial services group is seeking a Technical Product Specialist to join their Technical Adviser Support (TAS) team in Tygervalley. This senior role is perfect for a “Business Consultant” style professionalsomeone from a background in major financial institutionswho possesses deep product knowledge and the ability to provide complex advice support to a national network of financial advisers.
Key Responsibilities
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Complex Advice Support: Act as the subject matter expert to support a large national network of advisers with complex advice and investment matters.
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Case Reviews: Manage and lead the “large case review” process, including presenting findings and recommendations to senior management for approval.
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Product Analysis: Evaluate and compare investment product offerings across the market to ensure the current suite remains competitive.
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Stakeholder Liaison: Build and maintain strong relationships with internal teams and external product providers.
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Technical Training: Responsible for the facilitation of Technical Training to junior staff to enhance the overall teams knowledge base.
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Strategic Research: Conduct research on ad-hoc projects and stay ahead of industry trends in wealth and investment products.
Minimum Requirements
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Experience: A minimum of 7 years experience in wealth and investment products.
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Expertise: In-depth knowledge of financial planning and experience working directly with financial advisers.
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Education: A Degree in Financial Management, Financial Planning, or a related field. A Postgraduate Diploma in Financial Planning is highly advantageous.
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Leadership: Proven experience engaging at an EXCO or Senior Management level.
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Skills: Strong analytical abilities, excellent presentation skills, and the resilience to solve complex business requirements.
Ideal Candidate Profile We are specifically looking for candidates with the “Business Consultant” (BC) mindset found in major financial institutions. You should be highly adaptable, possess high emotional intelligence, and be skilled at influencing and negotiating at a high level.
How to Apply
Apply Today!
Join a firm that values diversity and excellence in financial planning.
? Email: .za
? Apply online: .za
? Reference: TechSpecialist_CT_2026
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.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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