Wealth Management Associate

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