402 Estate Planning Specialist jobs in South Africa

Job Description

To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures

To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers

• Control costs through awareness of impact of work and potential waste.
• Manage own costs and expenses associated with role to enhance cost effectiveness
• Identify and escalate potential risks which may lead to increased costs.
• Adhere to standards and procedures to reduce costs
• Identify process improvements in order to save costs
• Adhere to predetermined operational costing within budgets in the execution of projects and work related expenditure.
• Ensure that physical resources and equipment usage is managed in a manner that reduce financial loss and/or waste.
• Manage internal stakeholders and adhere to relevant SLA agreements.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME's, project managers and senior staff members
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability and accuracy to avoid operational loss
• Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
• Serve as first line of contact for clients and manage customer interactions.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Adhere to schedules to effectively and timely perform assigned work.
• Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
• Deliver work in an accurate manner to ensure consistent results within department.
• Draw on own knowledge and experience to identify and develop solutions that leads to improved service delivery and quality.
• Remain accountable for your own work (the exercise of judgement and discretion) in accordance with the organisational values and code of ethics
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Continuously identify and escalate risk.
• Provide timeous reports on operations, performance and audit findings
• Report on transactional activity progression within set guidelines to provide timely information for decision making in area of accountability
• Plan and organise own tasks to make sure that performance objectives are met.
• Identify effective activities to address own development gaps.
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance.
• Keep abreast of learning opportunities, changing products and trends.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

07/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Discovery Connect
*Learnership: Wealth Management
About Discovery *
Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Connect
Discovery Connect uses the world's foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery's products. We aim to cover one million lives by 2023 with our extensive product range – from health insurance, long and short term insurance and investments, to banking and Vitality.

Key Purpose of the role
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

• Maintenance of accurate details and statistics related to queries received and resolved.
• Coordination of administration and routing of tasks and queries to correct departments and consultants.
• Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
• Comprehensive management of queries received
• Log IT request for call retrievals
• Assist with the retrieval of call recordings.
• Identify sales opportunities

Personal Attributes And Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education And Experience
Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To provide strategic and tactical direction, leadership, and integration of Wealth Management and Financial Planning propositions within Consult. The role is responsible for the design, build and implementation of Consult Wealth management and financial planning solutions, therefore enabling advisers with holistic financial planning solutions, ensuring client-centric advice, and embedding Consult wealth management and financial planning solutions across products and services. This includes providing thought leadership, driving innovation, strengthening technical advice capability, and building a culture of sustainable financial wellness. The role will support, lead, and enable Consult in aligning Wealth Management and Financial Planning strategies with business objectives, adviser growth, and client outcomes.

Requirements

• Bachelor's degree in finance, Business Management, Economics, or related field (Master's degree preferred).

• Postgraduate Diploma in Financial Planning.

• Certified Financial Planner (CFP) designation (essential).

• Additional professional certification such as CFA (advantageous).

• Minimum 5 - 8 years of experience in financial services and wealth management.

• At least 5–8 years' experience within the corporate financial advice and distribution sector.

• Proven experience in managing financial adviser networks and enabling advice-led distribution.

• 3–5 years' exposure to specialized investments and wealth management propositions.

Duties & Responsibilities

Formulation, implementation and promotion of the strategic wealth strategy and financial planning whereby providing thought leadership across Consult (Internal perspective):

• Design, implement, and promote the Wealth Management and Financial Planning strategy, providing thought and execution leadership across Consult.

• Contribute and communicate forward-thinking Wealth and Financial Planning frameworks and advice processes, ensuring alignment to Consult priorities.

• Contribute to thought leadership internally and across the industry, driving continuous innovation, vertical integration and business transformation.

• In alignment with the Advice philosophy, develop and execute specific Wealth Management and Financial Planning strategies that address the unique requirements of Consult while maintaining consistency with the overall strategic vision.

• Oversee the creation and execution of tailor-made Wealth and Financial Planning processes, tools, and advice standards that enable high-quality, consistent and compliant client outcomes.

• Collaborate with implementation teams to ensure seamless execution of both wealth and financial planning initiatives.

• Ensure that Wealth and Financial Planning frameworks, methodologies and advice processes adhere to FAIS (inclusive of being CoFi-ready), regulatory requirements, governance frameworks and industry best practices.

• Develop and implement tailored risk management strategies for Consult, ensuring proactive identification and mitigation of emerging risks.

• Conduct research to stay at the forefront of market trends, investment strategies, economic developments, financial planning practices and legislative changes.

• Analyse data and research to identify unique opportunities and challenges within Consult, enabling data-driven decisions.

• Partner withbusiness development teams to identify growth opportunities, enhance adviser productivity, and attract new clients.

• Drive strategies to increase, retain and grow assets under management, assets under advice and quality of financial plans delivered, ensuring both profitability and client-centricity.

• Create and promote the connection between the Investment Philosophy, Risk Profile, Elite Wealth Process and Financial Planning frameworks, ensuring integration and consistency in deployment.

• Act as the key relationship manager with providers, strategic partners and Momentum Investments, ensuring effective collaboration and delivery.

• Drive and influence both the investment behaviour and financial planning discipline of advisers based on the Momentum Advice philosophy.

• Promote structure, fee optimisation and financial planning standards to deliver sustainable client outcomes and business growth.

Lead and grow Wealth management and financial planning in Consult to contribute to client growth, engagement and sound financial advice (Client perspective):

• Drive a client-centric culture by ensuring high-quality, holistic financial planning advice.

• Partner with advisers and FP's to enhance client retention, engagement and financial wellness outcomes.

• Align financial planning solutions with clients' needs, risk profiles and long-term objectives.

• Leverage insights, research and market trends to continuously refine advice strategies and propositions.

• Strengthen client trust through transparent practices and structure optimisation.

• Work in conjunction with brand and marketing manager to enable GM's, FDM's and advisers to deploy effective strategies towards client growth, engagement and sound financial advice.

Effectively lead team (People):

• Lead and inspire a high-performing team of financial planning specialists within Consult.

• Recruit, develop, and retain talent aligned to Employment Equity and business growth priorities.

• Foster a collaborative, inclusive culture that empowers advisers and consultants to thrive.

• Build leadership bench strength through mentorship, coaching and succession planning.

Ensure efficient and effective practice (Finance):

• Lead financial planning strategy to contribute to revenue growth, assets under management and cost efficiency.

• Identify and unlock growth opportunities through financial planning-led solutions.

• Ensure effective financial governance, budget management and risk oversight.

• Promote efficiency and sustainability by embedding cost-effective practices and digital enablement.

• Enable integration with Wealth Management solutions to maximise financial outcomes for clients and Consult.

Competencies

• Business Acumen: Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group

• Collaboration: Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.

• Client/ Stakeholder Commitment: Anticipates, meets and exceeds client's needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity

• Impact and Influence: Persuades, convinces, influences and inspires others, both within MMH and externally to win support, loyalty and gain commitment to the purpose of MMH.

• Drive for Results: Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.

• Self-Awareness and Insight: Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult situations.

• Leads Change and Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation.

• Diversity and Inclusiveness: Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

• Motivating and Inspiring Team: Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.

• Growing Talent: Takes responsibility for own development; and actively mentors, coaches and develops talent in others. Builds leadership bench strength for MMH by providing opportunities and experiences to develop skills, competencies and business knowledge.

• Strategic Thinking: Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.

About the role:

As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance. You will act as a vital support partner, allowing the Wealth Manager to focus on growing wealth for our private clients and their families.

What you'll do:

• Provide full administrative support to the Wealth Manager
• Prepare onboarding documentation and client review packs
• Update and maintain client CRM profiles
• Liaise with clients, internal teams, and service providers
• Ensure compliance with FICA and FAIS regulations
• Draft Records of Advice and disclosure documents
• Assist with compiling financial and retirement needs analyses

What you'll bring to the role and the team:

• 3-5 years of experience in financial planning support or administration
• Strong understanding of FAIS, FICA, and the financial services environment (CAT II advantageous)
• Strong computer literacy (MS Office Suite, SharePoint, XPlan beneficial)
• High attention to detail with excellent organisational and planning skills
• Strong communication skills – confident engaging with clients telephonically and via email
• A proactive, team-oriented attitude with the ability to prioritize and work under pressure
• Interest in FinTech systems and a fast-learning mindset
• Commerce or financial degree from a reputable institution advantageous
• CFP designation or RE5 qualification advantageous

Why join us?

• Be part of a respected and award winning team.
• Develop your career in a supportive, professional environment with mentorship from Wealth Managers and other industry professionals.
• Enjoy working in a role where your attention to detail and efficiency make a real impact on the client experience.
• Structured training and orientation to set you up for success from day one.
• Provident fund (risk and savings) as part of cost to company salary
• Study support program and study leave
• Discretionary performance and incentive bonus
• Peer reward and recognition program
• Work from home for 1 day per week after probation
• Active social committee with events throughout the year
• Paid for parking in Claremont