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Wealth Planning & Investment Specialist
Job in
Stellenbosch, 7600, South Africa
Listed on 2026-08-24
Listing for:
PPS Recruitment
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
PPS Recruitment is seeking a Specialist Support Services Assistant to assist financial advisors with investment advice, estate planning and business planning, to enhance the client experience.
The role requires 3–5 years in financial planning or investment advice, strong analytical and numerical skills, and the ability to work independently or in a team. You will prepare financial proposals, conduct product research, and support advisory teams in complex client scenarios.
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