Wealth Adviser / Financial Planner Assistant Market Related CTC salary offered
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It closed on 8/16/2026. The full description is kept below for reference — see similar open roles further down, or browse all live jobs.
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Job Description
Wealth Adviser/Financial Planner Assistant with a Financial Degree, RE5 (preferable) and minimum 3 years' experience in the Financial Planning industry, required to provide administrative support to the Office based in Somerset West, and will be allocated a portfolio of clients to assist with processing transactions, direct client liaison and support in basic financial planning.
Responsibilities
Financial Planning and investment administrative support Prepare statement of advice documentation …