Technical Specialist: Product

Hire Resolve

Cape Town

On-site

ZAR 1,400,000 - 2,000,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

A leading recruitment firm is seeking an experienced Technical Specialist Product in Cape Town. This mid-senior role focuses on providing expert advisory support and maintaining product competitiveness. Candidates should have over 7 years of experience in wealth products, strong leadership abilities, and a degree in Financial Management or Planning. Join a dynamic team and support a network of financial advisors with your expertise.

Qualifications

Minimum of 7 years’ experience in wealth and investment products.
In-depth knowledge of financial planning and experience at EXCO/Senior Management level.
Proven ability to identify, assess, and solve problems.

Responsibilities

Provide ongoing proactive and reactive technical advisory support to advisers.
Act as the subject matter expert on technical product and advice matters.
Collaborate with teams on product and product provider due diligence.
Due diligence: partner with cross-divisional teams on product/provider due diligence.
Large case review: manage the large case review process and present findings to senior management.
Process improvement: continuously evaluate and improve large case processes.
Team leadership: train junior staff and manage direct reports.
Content & marketing: draft and sign-off communications for marketing and technical use.

Skills

Technical advisory support

Leadership skills

Analytical skills

Problem solving

Influencing and negotiating

Education

Degree in Financial Management / Financial Planning

Postgraduate Diploma in Financial Planning

Job description

Executive Career Opportunity: Technical Specialist Product

Location: Tygervalley, Cape Town
Industry: Financial Services (Wealth)
Career Level: Mid-Senior
Salary: Highly Competitive Market-Related CTC Package

Closing Date: November 2025

Are you a seasoned Wealth Product Specialist with over 7 years of experience in investments and financial planning, ready to lead complex advisory support for a national network of financial advisors?

Our client, a leading firm in the Financial Services environment, is seeking a Technical Specialist Product to join their Technical Adviser Support team in Cape Town. This Mid-Senior role is responsible for ensuring the competitiveness of the product suite and serving as the primary subject matter expert on technical product and advice matters.

This is a high-impact role requiring deep technical expertise, senior-level engagement, and proven management abilities.

Key Responsibilities:

Technical Advisory & Product Strategy

Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters.
Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.
Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive
Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams

Leadership & Management

Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval.
Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.
Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.
Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities.

Minimum Requirements:

Experience: A minimum of 7 years’ experience in wealth and investment products.
Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level.
Education: A Degree in Financial Management / Financial Planning or a related field.
Designation (Advantageous): Postgraduate Diploma in Financial Planning.
Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate

How to Apply:

If you are a highly-experienced Technical Specialist ready to take a senior role within a respected financial services firm in Tygervalley: