Menu Close

Claremont: Wealth Management Associate | Western Cape

Advertisement



Job Description

About the Role

We are seeking an organized administrative professional to join our client’s team as a Wealth Management Associate. In this role, you will provide critical administrative support to a Wealth Manager, ensuring seamless day-to-day operations and improving the client experience.

Key Responsibilities

  • Prepare and collate documentation for new client onboarding
  • Manage client CRM profiles
  • Resolve admin-related queries directly with clients
  • Liaise with internal/external providers regarding instruction implementation
  • Review Management: coordinate preparation of client review packs
  • Compile financial needs analyses, retirement needs analyses, and proposal documents

Requirements

  • Experience: 35 years of working experience in a financial planning environment
  • Education: A Commerce or Financial degree from a reputable tertiary institution
  • Professional Registration: CFP designation or RE5 qualification (advantageous)
  • Knowledge: Solid understanding of FAIS (CAT II knowledge advantageous) and FICA regulations
  • Computer Literacy: Proficiency in the Microsoft Office Suite

Qualifications

(No qualifications mentioned in original job description)

Salary & Benefits

(No salary information provided in original job description)

Note: I skipped the “Legislative Compliance” section as it was not explicitly stated that it should be included, and also did not include a “How to Apply” section as it is added automatically.

How to Apply

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

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.

View Job  George: Administrator & Internal Sales

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.


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



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement


View Job  Cape Town: Freelance Google Ads Specialist posted by FROGG Recruitment


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Claremont, Cape Town City Centre


Job Seeker Tip

Join professional associations in your field to expand your network and knowledge.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Germiston: Accountant / All-rounder posted by Objective Personnel

Jobs in East Rand April 20, 2026
Accounting Objective Personnel Other Finance

Qualifications Matric Requirements / Duties Bank capturingDaily bank paymentsSales & Transport coordinationReceives PO from DigisticsProduct, Quantities,...

View Job

Hillcrest: Business Development Executive posted by Fouche & Co Recruitment

Jobs in Hillcrest April 20, 2026
Fouche & Co Recruitment Insurance Sales Marketing

Our client is a well-established and prominent short-term insurance brokerage in South Africa. They are recognized for delivering tailored insurance...

View Job  Paarl: Quotation & Client Liaison Administrator – Paarl
View Job

Strand: Code 14 (Truck) Driver posted by Helderberg Personnel

Jobs in South Africa April 20, 2026
Helderberg Personnel Logistics Sales

The ideal candidate will have suitable experience as a Code 14 driver and preference will be given to candidates with…

View Job

Pretoria: Senior Property Portfolio Manager posted by Hire Resolve

Jobs in Gauteng April 20, 2026
Hire Resolve Other Management

Senior Portfolio Manager | PretoriaHire Resolve is looking for a seasoned Senior Portfolio Manager to manage a high-value property portfolio…

View Job

Cape Town: National B2B Sales Manager posted by Hire Resolve

Jobs in Cape Peninsula April 20, 2026
Hire Resolve Marketing Other Sales

A leading FMCG wholesale and food distribution company is looking for an experienced National B2B Sales Manager with strong experience…

View Job

Kempton Park: On-Site Support Engineer posted by Hire Resolve

Jobs in East Rand Remote April 20, 2026
Computer Hire Resolve Other IT

A leading South African IT company founded in 2004, specialising in world-class cloud computing, ICT support and consulting services is…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Claremont

More Jobs in Your Area