Wealth Management Assistant

Wealth Management Assistant Claremont, Cape Town

Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.

Salary : Market related – Office based

Minimum Requirements :

Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis

3-4 years working experience in financial planning

Commerce or financial degree from a reputable tertiary institution

CFP or studying towards a postgraduate diploma in financial planning would be advantageous

Please apply online

FROGG Recruitment