Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Salary: Market related Office based
Minimum Requirements:
Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
3-4 years working experience in financial planning
Commerce or financial degree from a reputable tertiary institution
CFP or studying towards a postgraduate diploma in financial planning would be advantageous
Please apply online
FROGG Recruitment
