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Claremont: Wealth Management Associate | Western Cape

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Job Description

Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role, you will be the backbone of the advisory process, managing operational details and paperwork to improve the client experience. Key Responsibilities: Administrative Support: Prepare and collate documentation for new client onboarding and oversee the management of client CRM profiles. Client Interaction: Resolve admin-related queries directly with clients and liaise with internal/external providers regarding the implementation of instructions. Review Management: Manage the preparation of client review packs, coordinating with Paraplanners and administrative teams as required. Legislative Compliance: Draft and check Records of Advice (RoA) and ensure all Customer Due Diligence (CDD) meets FICA and internal compliance standards. Technical Support: Compile financial needs analyses, retirement needs analyses, and proposal documents based on the 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 . Personal Attributes: Exceptional attention to detail, resilience under pressure, and a service-oriented mindset .

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How to Apply

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About Admin / clerical / secretarial Jobs in Cape Town City Centre

The admin, clerical, and secretarial sector plays a vital role in the Cape Town City Centre job market, typically employing individuals to provide administrative support to various industries. Generally, these roles are common in sectors such as finance, technology, and manufacturing, where efficient organisational skills are essential. Often, these positions require adaptability and a strong work ethic.

Typically, salaries for admin, clerical, and secretarial roles in Cape Town City Centre vary widely depending on factors like experience, company size, and industry sector. Broadly speaking, entry-level positions often fall within the R25 000 to R35 000 per annum range, while more senior roles may command salaries between R40 000 and R70 000 per annum. However, it’s essential to note that actual salaries can differ significantly based on individual circumstances.

Common skills for admin, clerical, and secretarial roles in Cape Town City Centre include proficiency in Microsoft Office software, strong communication and interpersonal skills, attention to detail, organisational abilities, time management, and basic computer programming skills. These skills are often essential for performing tasks such as data entry, record-keeping, and customer service.

The admin, clerical, and secretarial sector is also common in the financial services sector, technology industry, manufacturing sector, and other industries that require administrative support. In these sectors, individuals with strong organisational and communication skills are in high demand.

Career development opportunities for individuals in admin, clerical, and secretarial roles in Cape Town City Centre often involve progression to senior administrative positions or transition into related fields like human resources, project management, or business administration. With experience and additional training, individuals can also explore career paths in areas like business analysis or data analysis.

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



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