Junior Wealth Manager
Location: George, Garden Route
Salary: Market related
Become the trusted partner clients rely on for financial clarity and lasting peace of mind
Is this you?
You’re detail-oriented, highly organised and thrive on building strong client relationships. You enjoy problem-solving, delivering excellent service, and are driven to meet deadlines without losing sight of accuracy. With your strong communication skills, collaborative spirit and client-first approach, you’re confident in your ability to support and guide clients in achieving their financial goals.What you’ll be doing (and why you’ll enjoy it)
You’ll play a dual role, servicing existing clients through portfolio reviews, income sustainability reporting and financial planning guidance, while also providing crucial administrative and operational support to an established Wealth Manager. This includes preparing and reviewing investment documentation, assisting with compliance and new business submissions, and ensuring all CRM records are accurate and up to date. You’ll be the first line of query management, support wealth planner in their client engagements, and ensure smooth processes across investments, annuities, endowments, and retirement products.Where you’ll be doing it
You’ll be joining a respected financial services firm with a strong track record in investment and retirement planning. Known for its client-centric approach and professional standards, the organisation prides itself on developing long-term relationships built on trust and expertise. The culture is collaborative, supportive, and performance-driven, making it a place where your skills and contributions will be recognised and valued. You’ll be fully office based in George, Garden Route.What you’ll need
A completed Bachelor’s degree is essential, with a Postgraduate Diploma in Financial Planning preferred. Completed RE5 is advantageous. Previous experience in investment administration or client servicing within financial planning is needed to succeed in this role. To stand out, you’ll need strong organisational skills, excellent attention to detail, and the ability to communicate effectively with both clients and colleagues. You need to be fluent in English and Afrikaans and have your own reliable transport to go see clients.What you’ll get
A competitive, market-related package (no hunting for commission) and the opportunity to work in a supportive environment where professional growth is encouraged. You’ll gain exposure to both client-facing and back-office functions, allowing you to broaden your expertise and develop your career in wealth management.How to apply
For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za – 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.Applicant Consent
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