This role plays a key part in supporting a high‑performing wealth advisory team by delivering accurate, compliant and client‑focused financial planning analysis that enables informed advice and long‑term outcomes.
Why join this team?
- Work alongside an experienced Senior Wealth Planner and dedicated support team
- Be closely involved in client portfolio reviews, financial plans and tailored recommendations
- Contribute meaningfully to high‑quality advice that supports clients through different life stages
- Gain exposure to complex planning strategies, investment research and technical analysis
- Operate in a collaborative, professional environment that values precision and service excellence
What you will be doing:
- Prepare and maintain complete and compliant client files
- Compile financial plans, suitability reports and cash flow forecasts
- Draft net worth, income and expenditure statements for review
- Conduct technical calculations and financial modelling
- Research products, strategies and solutions aligned to client needs
- Assist with onboarding new clients and new business plans
- Support implementation of agreed recommendations and investment changes
- Liaise with internal teams and external tax or legal advisers where required
- Prepare documentation for annual reviews and ongoing portfolio assessments
- Attend client meetings when needed and follow up on post‑review actions
| Location: | Cape Town, Southern Suburbs |
|---|---|
| Job type: | Permanent |
| Emp type: | Full-time |
| Salary type: | Annual |
| Salary: | Negotiable |
| Job published: | 10/04/2026 |
| Job ID: | 74307 |