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Technical Specialist for Wealth Management

2 months ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time

Job Description:

We are seeking a highly technical and analytical individual to provide specialist technical input to Wealth Managers and assist in the preparation of asset allocation reports, proposals, and financial needs analyses for clients.

Key Responsibilities:

  • Provide technical support to Wealth Managers, including performance queries and analysis using Morningstar Direct software.
  • Assist in the development and maintenance of wealth management products and strategies.
  • Compile supporting documentation to assist Wealth Managers in the proposal process.

Requirements:

  • 3-5 years of experience as a Paraplanner within wealth management.
  • A related BComm degree and a Postgraduate Degree in Financial Planning.
  • Professional registration (if applicable) CFP designation.
  • Computer Literacy MS Office suite (Word, Excel, PowerPoint), Morningstar Direct (advantageous), XPlan (advantageous).

Personal Profile and Competencies:

Highly technical and analytical thinking, strong financial acumen, high attention to detail, ability to multitask, professional, trustworthy.

Strong financial product knowledge both locally and offshore and understanding of regulatory environment.