Technical Specialist: Product

2 weeks ago

Bellville, Western Cape, South Africa Talent Match Consulting Full time R1 200 000 - R2 400 000 per year
Introduction

A leading financial services company in Cape Town is searching for a Technical Specialist: Product.  

This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of advisers with complex advice related matters in Wealth division. This includes working closely with product providers ensuring that our product suite remain competitive.

Duties & Responsibilities
  • Subject matter expert and manager of the large case review process including presenting the case and findings to senior management for approval
  • On an ongoing basis, evaluate, review and improve large case process
  • Subject matter expert on technical product and advice matters including but not limited to adviser focused meetings and relevant technical/distribution committees
  • Working with cross-functional teams on strategic distribution projects where Wealth SME's are required
  • Assist with the provision of content to technical adviser support team (Technical Advisory Services) and marketing in relation to advice and distribution activities.
  • Draft, review and sign-off communication for marketing purposes in relation to advice and distribution activities.
  • Collaborating with cross-divisional teams on product and product provider due diligence.
  • Provide ongoing technical advisory support to advisers and distribution teams (proactive and reactive)
  • Draft of communication on technical topics e.g. Take Notes, industry relevant articles.
  • Represent Technical Advisory Services as Wealth Product expert on Technical Advisory Services and non-Technical Advisory Services related committees
  • Due diligence on product and product providers in collaboration with the risk and finance team
  • Research on ad hoc projects
  • Effective management of direct reporting staff 
  • Responsible for facilitation of Technical Training to junior staff
Desired Experience & Qualification

Minimum requirements:

Qualification:

  • Degree in Financial Management / Financial Planning or related
  • Postgraduate Diploma in Financial Planning (Advantageous)

Experience:

  • A minimum of 7 years' experience in wealth and investment products
  • In-depth knowledge of financial planning
  • Experience engaging at an EXCO/Senior Management level
  • Exposure to working directly with financial advisers

Should you not have a response within 14 days please consider your application as unsuccessful

  • Advice Digital Technical Specialist: Wealth

    2 weeks ago

    Bellville, Western Cape, South Africa Talent Match Consulting Full time R500 000 - R750 000 per year

    Introduction A leading Investment company is searching for an Advice Digital Technical Specialist to join their team.The successful candidate will be responsible for supporting the Wealth digital advice team to drive innovation and enhancements of our digital advice tool, whilst also training and supporting advisers and adviser support staff. Duties &...

  • Product Photographer

    2 weeks ago

    Bellville, Western Cape, South Africa Hertex Fabrics Full time R200 000 - R250 000 per year

    Introduction HERTEX FABRICS is a leading supplier of high-quality fabrics, rugs, wallpaper and homeware for both the local and international market. What started in 1987 as a humble Cape Town showroom and has since grown into 19 showrooms nationwide, with more on the way. At Hertex we are a family run business that focuses on achieving excellence in...

  • Product Technologist

    1 week ago

    Bellville, Western Cape, South Africa Pepkor Speciality Full time R500 000 - R1 000 000 per year

    Refinery is looking for a confident, positive and resilient Product Technologist for Menswear who is passionate about fashion and loves working in a team.The successful candidate will be responsible for technical support by developing, maintaining and enhancing consistent quality products and processes, in support of the brand's product strategy. Our ideal...

  • Product Technologist

    1 week ago

    Bellville, Western Cape, South Africa Pepkor Speciality Full time R104 000 - R208 000 per year

    Job DescriptionRefinery is looking for a confident, positive and resilient Product Technologist for Menswear who is passionate about fashion and loves working in a team. The successful candidate will be responsible for technical support by developing, maintaining and enhancing consistent quality products and processes, in support of the brand's product...

  • Integrated Advice Specialist: Insure

    19 hours ago

    Bellville, Western Cape, South Africa PSG Konsult Full time R450 000 - R830 000 per year

    Designation:Integrated Advice Specialist: Insure | Bellville, Western Cape | PermanentCategory:Technical SupportJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:02 Dec 2025Reference Number:POS40202Closing date:16-Dec-2025Position...

  • Growth Specialist

    1 week ago

    Bellville, Western Cape, South Africa FNB South Africa Full time R250 000 - R500 000 per year

    Job DescriptionTo drive sales and profitability targets by establishing and building sustainable key relationships across all channels, product houses and segments.Hello Future Growth SpecialistWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it...

  • Technical Sales Rep

    2 weeks ago

    Bellville, Western Cape, South Africa Time Personnel Full time R90 000 - R120 000 per year

    Job OverviewApplication Deadline: 8 November 2025Job Location: Bellville, Western CapeJob Title: Technical Sales RepEducation Level: CertificateJob Level: IntermediateMinimum Experience: 3 - 5 YearsTechnical Sales Rep required in Stikland, Bellville.Are you calling on the commercial sector, specialising in the sales of valves for all clients' requirements?It...

  • Consultant: Product Management

    5 days ago

    Bellville, Western Cape, South Africa Sanlam Full time R27 000 - R54 000 per year

    Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life...

  • Specialist: e-Research Systems Administration

    1 week ago

    Bellville, Western Cape, South Africa UWC Sport Full time R900 000 - R1 200 000 per year

    Title of PositionSpecialist: e-Research Systems AdministrationPost Number9089Faculty/DepartmentUniversity of the Western Cape -> Deputy Vice-Chancellor: Research & Innovation -> e-Research OfficeType of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date31/10/2025Role Clarification & Key...

  • Client Retention Specialist

    3 days ago

    Bellville, Western Cape, South Africa Unifi Full time R450 000 - R900 000 per year

    About UnifiUnifi is redefining credit in Africa with simple, fast personal loans delivered through online, mobile, and branch channels. We make life easy for thousands of clients across Zambia, Kenya, Uganda, and South Africa. Unifi has conviction in the African continent and its people, and our products enable our clients to achieve even more. As one of the...