Wealth Management Administration at The Talent Expert

Is this you?

• You’ve gained solid portfolio administration experience and you are keen to move into a more technical and more demanding role where you will be mentored and developed by a highly successful Wealth Manager.

What you’ll be doing (and why you’ll enjoy it)

• You’ll be assisting the Wealth Manager with the various administrative and technical functions related to managing a client’s portfolio, ensuring compliance, and supporting the Wealth Manager, including detailed handling of S14 and S37 transfers.

Where you’ll be doing it

• You’ll join a small yet highly successful wealth management firm based in Rondebosch. The role offers you flexibility in terms of hybrid working from home and the office.
• The environment is professional yet you will feel like part of the family from the moment you join them.

What you’ll need

• Experience is key, this is a technical admin role so you need to have at least 3 years solid experience in a role supporting a wealth manager or financial advisor and ideally be studying a financial planning degree.

What you’ll get

• You’ll get to work under a highly successful Wealth Manager offering you endless learning and growth opportunities. The environment is professional and the culture is warm and welcoming.