Wealth Specialist:- Long Term Insurance and Investments

Wealth Specialist:- Long Term Insurance and Investments

Recruiter

Ikusasa Recruitment Group

Job Ref

Technical Wealth Spe..

Date posted

Sunday, July 12, 2026

Location

Cape Town, South Africa

Salary

R410500.00

SUMMARY

Wealth Specialist: Product i the Financial Services environment with experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of advisers with complex advice related matters

POSITION INFO

Key Skills Support to the senior subject matter expert on the large case review process Sound knowledge of financial products (investments, share portfolios and life & risk) Ability to understand suitability of product recommendations with advice proposals/matters including but not limited to adviser focused meetings and responding to technical product or advice related querie Aspire to become a subject matter expert on the 6-step digital advice process (supported by Elite Wealth) Provide support with Wealth product provider and product due diligence team & ongoing support & introduce efficiencies within team Stakeholder engagement: Coordinate engagement sessions between internal and/or external stakeholders Ability to engage with financial advisers on a junior to senior level Strategy: Keep track on team projects and providing support in moving them across the line Report on the progress of projects & ad hoc business projects undertaken by various members to various management committees Apply analytical thinking to solving defined and routine problems Adapting and responding to change. Research on ad hoc projects. Minimum Requirements Matric certificate Degree in Financial Management / Financial Planning or related Postgraduate Diploma in Financial Planning / CFP (Advantageous) A minimum of 3 years' experience dealing with investment products, life insurance, medical aids (advantageous) in the financial services industry Must be proficient with PowerPoint, Word and Excel You must have previously dealt with financial advisors Only Shortlisted candidates will be contated