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Claremont: Wealth & Investment Planner

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Job Description

About the Role

We are seeking a dedicated and detail-oriented individual to join our team as a Wealth & Investment Planner in Claremont. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our day-to-day administration tasks. If you have a genuine interest in developing a long-term career in the investment industry, we encourage you to apply for this exciting opportunity.

Key Responsibilities

  • Support the team with day-to-day administration
  • Assist with client enquiries and prepare policy documentation
  • Update and maintain accurate client records
  • Liaise with insurers and internal departments
  • Ensure compliance with industry standards

Requirements

  • Completed BCom degree (Finance/Business/Insurance/Risk advantageous)
  • Genuine interest in developing a long-term career in the investment industry
  • Fluent in English and Afrikaans (both essential)
  • Detail-oriented, organised, and eager to learn
  • Confident communicator with a professional attitude

Qualifications

Salary & Benefits

Salary: R negotiable dependent on experience

How to Apply

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

About Accounting / Finance Jobs in Cape Town City Centre

In Cape Town City Centre, the accounting and finance sector is generally thriving, with a high demand for skilled professionals to support various industries. Typically, companies in this sector are looking for individuals with strong analytical skills, attention to detail, and excellent communication abilities.

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When it comes to salary expectations, it’s common for accounting and finance roles in Cape Town City Centre to fall within the broad range of R500 000 to R1,5 million per annum, depending on factors such as experience, company size, and industry sector. However, please note that actual salaries can vary significantly, and this is only a general guideline.

In terms of common skills required for accounting and finance roles in Cape Town City Centre, typically these include proficiency in financial software (such as QuickBooks or Xero), strong analytical and problem-solving skills, excellent communication and interpersonal skills, attention to detail, and the ability to work well under pressure. Other common skills include knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), as well as experience with budgeting, forecasting, and financial analysis.

The accounting and finance sector is commonly found in various industries, including financial services, technology, manufacturing, and retail. These roles often involve providing financial support to businesses, managing financial data, and ensuring compliance with regulatory requirements.

For career development, common progression paths for accounting and finance professionals in Cape Town City Centre include moving into senior roles such as financial controller or head of finance, or transitioning into related fields such as taxation, auditing, or business consulting. Typically, these roles require further education and training, such as a postgraduate diploma or degree in accounting or finance.


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



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