Wealth Specialist:- Long Term Insurance and Investments

Recruiter:

Ikusasa Recruitment Group

Job Ref:

Technical Wealth Spe..

Date posted:

Sunday, July 12, 2026

Location:

Cape Town, South Africa

Salary:

R410500.00

SUMMARY:
Wealth Specialist: Product i the Financial Services environment with experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of advisers with complex advice related matters

POSITION INFO:

Key Skills

Support to the senior subject matter expert on the large case review process
Sound knowledge of financial products (investments, share portfolios and life & risk)
Ability to understand suitability of product recommendations with advice proposals/matters including but not limited to adviser focused meetings and responding to technical product or advice related querie
Aspire to become a subject matter expert on the 6-step digital advice process (supported by Elite Wealth)
Provide support with Wealth product provider and product due diligence team & ongoing support & introduce efficiencies within team
Stakeholder engagement: Coordinate engagement sessions between internal and/or external stakeholders
Ability to engage with financial advisers on a junior to senior level
Strategy: Keep track on team projects and providing support in moving them across the line
Report on the progress of projects & ad hoc business projects undertaken by various members to various management committees
Apply analytical thinking to solving defined and routine problems Adapting and responding to change. Research on ad hoc projects.

Minimum Requirements

Matric certificate
Degree in Financial Management / Financial Planning or related
Postgraduate Diploma in Financial Planning / CFP (Advantageous)
A minimum of 3 years’ experience dealing with investment products, life insurance, medical aids
(advantageous) in the financial services industry
Must be proficient with PowerPoint, Word and Excel
You must have previously dealt with financial advisors

Only Shortlisted candidates will be contated

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