Wealth Management Assistant - Frogg Recruitment

Claremont, Cape Town 22 days ago Permanent Salary - Market Related

Wealth Management Assistant

Frogg Recruitment
Claremont, Cape Town
Date Created : 22 days ago
Job Type : Permanent
Salary : Market Related

Job Description

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


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