Junior Technical Wealth Specialist

A leading Financial Services company is looking for a Junior Wealth Technical Specialist based in Cape Town to join their team. This is an exciting opportunity for a detail oriented professional with at least 3 years of experience in investment products, life insurance, and medical aids to support a national network of advisers with complex advice matters. The ideal candidate will hold a degree in Financial Management or a related field, and be responsible for driving provider processes, conducting due diligence, and applying actuarial principles to solve routine problems. If you are a resilient team player with strong analytical skills and an interest in ensuring a competitive product suite, we want to hear from you!

Responsibilities

• Support a national network of advisers with complex advice related matters.
• Engage with product providers to ensure the product suite remains competitive.
• Coordinate engagement sessions bet...