Wealth & Investment Planner

Recruiter:

Time Personnel

Job Ref:

CPT005022/Meg

Date posted:

Wednesday, January 7, 2026

Location:

Claremont, South Africa

SUMMARY:
Are you a dedicated Wealth and Investment Planner with a BCom degree and 2–3 years of experience in managing and growing high-net-worth client portfolios?

Our client, located in the Southern Suburbs of Cape Town, is seeking a passionate and professional candidate who is fluent in Afrikaans and English.

POSITION INFO:
REQUIREMENTS

A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
Genuine interest in developing a long-term career in the investment industry
Fluent in English and Afrikaans (both essential)
Detail-oriented, organised, and eager to learn
Confident communicator with a professional attitude
Able to work in-office in Claremont Monday to Friday
Full training provided â perfect for graduates
Clear career growth opportunities within the insurance sector
Supportive, friendly team environment
A chance to gain valuable, practical experience from day one

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DUTIES

Support the team with day-to-day administration
Assist with client enquiries and prepare policy documentation
Update and maintain accurate client records
Liaise with insurers and internal departments
Ensure compliance with industry standards
Provide general administrative support

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Salary: R negotiable dependent on experience
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Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
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