Wealth Management Associate | Claremont

SUMMARY:
Wealth Management Associate | Claremont

POSITION INFO:

Location: Claremont, Cape Town (On-site / Hybrid)

Employment Type: Full-time, Permanent

Salary: Market-related 

About the Client: Our client is a highly respected, boutique Wealth Management and Financial Advisory firm based in the vibrant business hub of Claremont, Cape Town. Known for their collaborative culture, strong client focus, and exceptional investment in their people, they are looking for a dedicated and energetic Wealth Management Associate to join their growing team.

If you are a detail-oriented financial professional living in the Southern Suburbs looking for clear career progression, world-class study support, and a premium work environment, this is your next step!

The Role: As a Wealth Management Associate, you will work closely with the WMA Coordinator, Hiring Managers, and Directors to provide premium financial planning support and client service. This is a brilliant opportunity to deeply embed yourself in high-net-worth wealth management processes.

What’s on Offer (The Perks): * 🕒 Work-Life Balance: Standard hours 08h30 – 17h00, with flexible start options to suit your lifestyle (07h30 – 16h00 OR 08h00 – 16h30).

• 🏡 Hybrid Flexibility: 1 day Work-From-Home (WFH) per week (Tue/Wed/Thu) after successfully completing your probation period.

• 🎂 Financial Rewards: Annual discretionary bonus of up to a 13th cheque paid in your birthday month (pro-rated in Year 1) + annual salary reviews every March.

• 📚 Growth & Education: Up to R10,000 annual study support + 8 days of study leave (subject to a work-back agreement) + Professional Fees fully covered.

• 🛡️ Retirement & Health: Provident Fund with Momentum (including risk and savings benefits) + 50% discount on Turnberry Gap Cover (Premium Plan) + Medical Aid Tax Credit structuring on your slip.

• 👶 Family Support: 4 months of Maternity Leave at 50% salary (for employees with 12+ months of service).

• 🏖️ Generous Leave: Annual leave increases by 1 additional day per year for your first 5 years!

• 🍕 Culture: Regular in-office social events hosted during work hours (braais, pizza parties, year-end events, and volunteer days).

What We’re Looking For: * 📍 Strict Location Criteria: Must live within a 20-minute travel radius of Claremont (Southern Suburbs / immediate surrounds). Candidates from the Northern Suburbs or far-outlying regions cannot be considered due to client operational directives.

• 🇿🇦 Citizenship: Must be a South African Citizen.

• 🎓 Qualifications & Experience: Relevant financial qualification, paraplanning, or wealth management support experience.

• 🔍 Compliance: Clean credit, criminal, and verification record (thorough screening checks will be conducted).

The Interview Process: We value your time and move quickly for top talent! Our structured process includes:

1. 30-minute MS Teams screening interview with us.

2. 1h30 online Psychometric Assessment (Personality, Motivation, Cognitive ability) completed within 3 days.

3. 45-minute in-person interview at the Claremont office with the WMA Coordinator & Hiring Manager.

4. Comprehensive Compliance Checks.

5. Final 30-minute in-person interview with the Company Directors.