Wealth Manager Assistant

The Talent Experts; Cape Town; On-site; ZAR 300,000 - 550,000; Full time

Job summary

A leading wealth management firm in Claremont seeks a Wealth Manager Assistant to deliver high-impact client service. The successful candidate will support the Wealth Manager with administrative tasks, ensure compliance, and enhance the client experience. Ideal applicants should have strong organizational skills and relevant experience in the financial sector.

Benefits

Collaborative team culture

Career growth opportunities

Impact in supporting high-value client relationships

Qualifications

• 3-5 years' experience in financial planning or wealth management.
• Strong knowledge of FICA and FAIS.
• Proficiency in MS Office and familiarity with XPlan.

Responsibilities

• Provide administrative and operational support to a Wealth Manager.
• Handle onboarding new clients and manage CRM updates.
• Ensure compliance and resolve client queries.

Skills

Admin Work

Education

Diploma

Tools

MS Office

XPlan

Job description

Wealth Manager Assistant
Claremont, Cape Town
Market related

Come deliver high-impact client service in a trusted, professional wealth management environment.

Is this you?
You're meticulous, dependable, and thrive in a fast-paced, high-volume environment. You take pride in your organisational skills, have excellent attention to detail, and approach your work with accuracy and urgency. Communicating confidently with clients and collaborating as part of a close-knit team comes naturally to you. You're also tech-savvy, highly numerate, and eager to support a high-performing Wealth Manager in delivering exceptional client experiences.

What you'll be doing (and why you'll enjoy it)
You'll provide comprehensive administrative and operational support to a Wealth Manager by helping to onboard new clients, manage CRM updates, and coordinate review packs. You'll handle compliance requirements under FICA and FAIS, resolve client queries, and ensure all documentation meets internal standards. Your contribution will directly enhance the client experience, enabling the Wealth Manager to focus on building and nurturing long-term client relationships.

Where you'll be doing it
You'll be joining a highly regarded wealth management firm that provides holistic financial services to high-net-worth individuals and families. Known for its integrity, professionalism, and commitment to long-term relationships, the business fosters a supportive, client-centric culture. As part of a collaborative team, you'll contribute to an environment that values trust, service excellence, and discretion. You'll be fully based in lovely offices in Claremont, Cape Town.

What you'll need
You'll need 3-5 years' experience in the financial planning or wealth management space, with strong knowledge of FICA and FAIS. A commerce or finance degree is advantageous, as is RE5. Proficiency in MS Office is essential, and experience with XPlan is a plus. Most importantly, you'll be deadline-driven, accurate, and comfortable managing a high volume of detailed tasks. Due to the role being office based, only candidates living close by can be considered.

What you'll get
A collaborative and professional team culture, the opportunity to grow within a respected wealth management firm, and the chance to make a real impact in supporting high-value client relationships.

How to apply
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:

• Admin Work

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Diploma