Junior Wealth Tech Specialist - Investments & Insurance

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.

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.

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

Job description

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.