Junior Technical Wealth Specialist Full Time

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 between various internal and external stakeholders.
• Act as a subject matter expert on technical products and advice matters during distribution committees and meetings.
• Track team projects and provide necessary support to ensure they are completed.
• Conduct due diligence on product providers and introduce team efficiencies.
• Report project progress and ad hoc business results to various management committees.
• Apply actuarial principles and methods to solve defined and routine problems.
• Analyse data received from product providers and collate feedback.
• Perform statistical analysis and risk assessments.
• Analyse financial statements and track project progress.
• Present findings and analysis of due diligence to management.

Requirements:

• Degree in Financial Management, Financial Planning, or Accounting.
• Postgraduate Diploma in Financial Planning or CFP (Advantageous).
• 3+ years of experience with investment products, life insurance, and medical aids.
• Proficient in PowerPoint, Word, and Excel for presentations.
• Ability to analyse financial statements and understand financial products.
• Strong analytical skills with high attention to detail.
• Competency in presenting due diligence findings to management.

Contact Hire Resolve for your next career-changing move.

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today, contact Adrienne Steyn at Hire Resolve on adrienne.steyn@hireresolve.us or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.