Wealth Management Associate

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As..

Date posted:

Tuesday, March 31, 2026

Location:

Cape Town, South Africa

Salary:

Market-related

SUMMARY:
Wealth Management Associate

POSITION INFO:

Role: Wealth Management Associate

Category: Wealth Management

Location: Western Cape

Salary: Market-related

Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role, you will be the backbone of the advisory process, managing operational details and paperwork to improve the client experience.

Key Responsibilities:

Administrative Support: Prepare and collate documentation for new client onboarding and oversee the management of client CRM profiles.

Client Interaction: Resolve admin-related queries directly with clients and liaise with internal/external providers regarding the implementation of instructions.

Review Management: Manage the preparation of client review packs, coordinating with Paraplanners and administrative teams as required.

Legislative Compliance: Draft and check Records of Advice (RoA) and ensure all Customer Due Diligence (CDD) meets FICA and internal compliance standards.

Technical Support: Compile financial needs analyses, retirement needs analyses, and proposal documents based on the Wealth Manager’s instructions.

Requirements:

Experience: 3–5 years of working experience in a financial planning environment, specifically assisting Wealth Managers or Family Officers.

Education: A Commerce or Financial degree from a reputable tertiary institution is highly advantageous.

Professional Registration: A CFP® designation or RE5 qualification is considered an advantage.

Knowledge: Solid understanding of FAIS (CAT II knowledge advantageous) and FICA regulations.

Computer Literacy: Proficiency in the Microsoft Office Suite is required; experience with Xplan is a significant advantage.

Personal Attributes: Exceptional attention to detail, resilience under pressure, and a service-oriented mindset.

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