Cape Town: Technical Specialist: Product posted by Hire Resolve

March 11, 2026 Jobs in Cape Peninsula

Hire Resolve

Western Cape

Other Finance/Accounting

Job Description

About the Role

A seasoned Wealth Product Specialist with over 7 years of experience in investments and financial planning is sought after to join a leading firm in the Financial Services environment as a Technical Specialist Product. This Mid-Senior role requires deep technical expertise, senior-level engagement, and proven management abilities.

Key Responsibilities

Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters.
Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.
Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive.
Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams.
Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval.
Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.
Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.
Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities.

Requirements

Experience: A minimum of 7 years experience in wealth and investment products.
Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level.
Education: A Degree in Financial Management / Financial Planning or a related field.
Designation (Advantageous): Postgraduate Diploma in Financial Planning.
Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate.

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Qualifications

No specific qualifications mentioned.

Salary & Benefits

A highly competitive market-related CTC package is offered.

Closing Date

November 2025

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.

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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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