Junior Technical Wealth Specialist

Hire Resolve; Cape Town; On-site; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Highly competitive salary

Job summary

A leading Financial Services company is seeking a Junior Wealth Technical Specialist in Cape Town. This role demands at least 3 years of experience in investment products, life insurance, and medical aids. Responsibilities include supporting advisers with complex advice, conducting due diligence, and applying actuarial principles. Ideal candidates hold a degree in Financial Management or a related field, possess strong analytical skills, and can communicate findings effectively. Competitive salary offered based on experience.

Qualifications

• 3+ years of experience with investment products, life insurance, and medical aids.
• Strong analytical skills with high attention to detail.
• Ability to analyse financial statements.
• Proficient in PowerPoint, Word and Excel for presentations.
• Ability to analyse financial statements and understand financial products.
• Strong analytical skills with high attention to detail.
• Competency in presenting due diligence findings to management.

Responsibilities

• Support a national network of advisers with complex advice.
• Engage with product providers to maintain a competitive product suite.
• Conduct due diligence on product providers.
• Act as a subject matter expert on technical products and advice matters during committees.
• Track projects and provide necessary support to ensure completion.
• Conduct due diligence on product providers and improve team efficiencies.
• Report progress and business results to management committees.
• Apply actuarial principles to solve defined problems.
• Analyse data from product providers and collate feedback.
• Perform statistical analysis and risk assessments.
• Analyse financial statements and track project progress.
• Present findings and due diligence to management.

Skills

Investment products knowledge

Life insurance knowledge

Medical aids knowledge

Analytical skills

Proficient in PowerPoint

Proficient in Word

Proficient in Excel

Education

Degree in Financial Management

Postgraduate Diploma in Financial Planning or CFP

CFP (Advantageous)

Tools

PowerPoint

Word

Excel

Job description

A leading Financial Services company is looking for a Junior Wealth Technical Specialist based in Cape Town to join their team. This is an exciting opportunity for a detail oriented professional with at least 3 years of experience in investment products, life insurance, and medical aids to support a national network of advisers with complex advice matters. The ideal candidate will hold a degree in Financial Management or a related field, and be responsible for driving provider processes, conducting due diligence, and applying actuarial principles to solve routine problems. If you are a resilient team player with strong analytical skills and an interest in ensuring a competitive product suite, we want to hear from you!

Responsibilities

• Support a national network of advisers with complex advice related matters.
• Engage with product providers to ensure the product suite remains competitive.
• Coordinate engagement sessions between various internal and external stakeholders.
• Act as a subject matter expert on technical products and advice matters during distribution committees and meetings.
• Track team projects and provide necessary support to ensure they are completed.
• Conduct due diligence on product providers and introduce team efficiencies.
• Report project progress and ad hoc business results to various management committees.
• Apply actuarial principles and methods to solve defined and routine problems.
• Analyse data received from product providers and collate feedback.
• Perform statistical analysis and risk assessments.
• Analyse financial statements and track project progress.
• Present findings and analysis of due diligence to management.

Requirements

• Degree in Financial Management, Financial Planning, or Accounting.
• Postgraduate Diploma in Financial Planning or CFP (Advantageous).
• 3+ years of experience with investment products, life insurance, and medical aids.
• Proficient in PowerPoint, Word, and Excel for presentations.
• Ability to analyse financial statements and understand financial products.
• Strong analytical skills with high attention to detail.
• Competency in presenting due diligence findings to management.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on [e-mail] or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [e-mail]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.