About the position
Junior Wealth Manager Become the trusted partner clients rely on for financial clarity and lasting peace of mind Is this you? What you'll be doing Where you'll be doing it What you'll need What you'll get How to apply
George, Western Cape
Market related
You're detail-oriented, highly organised and thrive on building strong client relationships. You enjoy problem-solving, delivering excellent service, and are driven to meet deadlines without losing sight of accuracy. With your strong communication skills, collaborative spirit and client-first approach, you're confident in your ability to support and guide clients in achieving their financial goals.
You'll play a dual role, servicing existing clients through portfolio reviews, income sustainability reporting and financial planning guidance, while also providing crucial administrative and operational support to an established Wealth Manager. This includes preparing and reviewing investment documentation, assisting with compliance and new business submissions, and ensuring all CRM records are accurate and up to date. You'll be the first line of query management, support wealth planner in their client engagements, and ensure smooth processes across investments, annuities, endowments, and retirement products.
You'll be joining a respected financial services firm with a strong track record in investment and retirement planning. Known for its client-centric approach and professional standards, the organisation prides itself on developing long-term relationships built on trust and expertise. The culture is collaborative, supportive, and performance-driven, making it a place where your skills and contributions will be recognised and valued. You'll be fully office based in George, Garden Route.
A completed Bachelor's degree is essential, with a Postgraduate Diploma in Financial Planning preferred. Completed RE5 is advantageous. Previous experience in investment administration or client servicing within financial planning is needed to succeed in this role. To stand out, you'll need strong organisational skills, excellent attention to detail, and the ability to communicate effectively with both clients and colleagues. You need to be fluent in English and Afrikaans and have your own reliable transport to go see clients.
A competitive, market-related package (no hunting for commission) and the opportunity to work in a supportive environment where professional growth is encouraged. You'll gain exposure to both client-facing and back-office functions, allowing you to broaden your expertise and develop your career in wealth management.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Financial Planning
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
