Technical Wealth Specialist

Yazoo Recruitment

Wealth Specialist with a Degree in Financial Management / Financial Planning and preferably a Postgraduate Diploma in Financial Planning / CFP designation and minimum 3 years’ experience dealing with investment products, life insurance and medical aids, required to support a large national network of Advisers with complex advice related matters, for a Wealth FSP based in Bellville, Cape Town.

Responsibilities:

Support large network of advisers on complex advice related matters
Product recommendations with advice/proposals
Provide support with Wealth product provider and product due diligence team
Stakeholder engagement
Engage with Advisers from junior to senior level
Research and ad hoc projects

Minimum requirements:

Degree in Financial Management/Financial Planning or related qualification, essential
Postgraduate Diploma in Financial Planning advantageous
Minimum 3 years’ experience dealing with investment products, life insurance and preferably medical aids required
Experience in dealing directly with Financial Advisers required
Ability to analyse and scrutinise record of advice required
In-depth understanding of financial planning required

If you are a South African Citizen & your CV meets the above criteria, please send your CV to ***email_hidden***

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.

1. That you have read and understood our POPI Policy.

2. That you have no objection to us retaining your personal information in our database for future matching and will notify us in writing should you wish to remove your personal information from our database.

3. Should suitable opportunities arise we will contact you and request your consent to submit your CV to a specific client for a specific purpose.

4. That the information you have provided to us is true, correct and up to date.