Technical Specialist : Product

Executive Career Opportunity : Technical Specialist Product

• Location : Tygervalley, Cape Town
• Industry : Financial Services (Wealth)
• Career Level : Mid-Senior
• Salary : Highly Competitive Market-Related CTC Package

Closing Date : November 2025

Are you a seasoned Wealth Product Specialist with over 7 years of experience in investments and financial planning, ready to lead complex advisory support for a national network of financial advisors?

Our client, a leading firm in the Financial Services environment, is seeking a Technical Specialist Product to join their Technical Adviser Support team in Cape Town. This Mid-Senior role is responsible for ensuring the competitiveness of the product suite and serving as the primary subject matter expert on technical product and advice matters.

This is a high-impact role requiring 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

Leadership & Management

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.

Minimum 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

How to Apply :

If you are a highly-experienced Technical Specialist ready to take a senior role within a respected financial services firm in Tygervalley :

Send your comprehensive CV to the Hire Resolve team.

Connect with Lidene Pienaar via LinkedIn today!

Contact :

Website : TechSpec_Wealth_2026

Note : If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful

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