Wealth Management Associate

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As..

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:
Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

Job Description

Position: Wealth Management Associate (WMA)
Location: Cape Town
Industry: Financial Services / Wealth Management
Reporting To: Director / Key Individual
Recruiter: The Recruitment Council

Overview:
A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.

Key Responsibilities:

Prepare client onboarding documentation and manage CRM updates
Liaise with internal teams and service providers on client matters
Draft Record of Advice and ensure compliance with FAIS and FICA
Compile asset allocation reports, proposals, and financial needs analyses
Assist with onboarding complex client structures (local and offshore)
Collaborate with paraplanners and contribute to reporting innovation

Requirements:

3–5 years'' experience in financial planning or wealth management
Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
CFP® and RE5 (advantageous)
Strong organisational skills and attention to detail
Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial

Why Apply?
This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within a reputable firm

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