Job Description
You will be involved in portfolio implementation, client onboarding, and the preparation of proposals, reviews, and reports, while also maintaining ongoing oversight of the investment book. Regular client interaction forms part of the role, ensuring smooth processes, clear communication, and timely resolution of queries.
This role is well suited to someone who values accuracy, structure, and professional growth, and who wants to build a long-term career within investments and wealth management.
Key Responsibilities
- Provide paraplanning and administrative support to the Wealth Manager and their team
- Assist with portfolio implementation and ongoing maintenance of client investment portfolios
- Support client onboarding processes and ensure compliance with regulatory requirements
- Prepare and deliver proposals, client reviews, and investment reports
- Liaise with clients to provide updates, clarify processes, and resolve queries
- Ensure accurate record-keeping and oversight of the investment book
Job Experience and Skills Required
Education:
- Bachelor’s degree in Finance, Investments, or a related field
- Honours degree advantageous
- CFP completed or in progress will be advantageous
Experience:
- Minimum of 2 years’ experience within the investment or wealth management industry
Skills & Competencies:
- Strong analytical and numerical skills with high attention to detail
- Demonstrated interest in financial markets, wealth management, and personal finance
- Ability to work under pressure, manage deadlines, and maintain a sense of urgency
- Strong professional communication skills
- Ability to work independently, take initiative, and solve problems effectively
- Proficient in Excel, PowerPoint, and Outlook
- Sound understanding of FICA and FAIS regulatory requirements
For more exciting Finance vacancies, please visit:
.za
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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