Wealth Management Associate

Job Headline: Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm 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: 35 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