The Recruitment Council

The Recruitment Council SA’s 1st & Leading Financial Advisory Recruitment Firm | Featured in Fin24 & Personal Finance

07/04/2026
31/03/2026

Role: Wealth Management Associate
Category: Wealth Management
Location: Western Cape
Salary: Market-related

Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role, you will be the backbone of the advisory process, managing operational details and paperwork to improve the client experience.

Key Responsibilities:

Administrative Support: Prepare and collate documentation for new client onboarding and oversee the management of client CRM profiles.

Client Interaction: Resolve admin-related queries directly with clients and liaise with internal/external providers regarding the implementation of instructions.

Review Management: Manage the preparation of client review packs, coordinating with Paraplanners and administrative teams as required.

Legislative Compliance: Draft and check Records of Advice (RoA) and ensure all Customer Due Diligence (CDD) meets F**A and internal compliance standards.

Technical Support: Compile financial needs analyses, retirement needs analyses, and proposal documents based on the Wealth Manager’s instructions.

Requirements:

Experience: 3–5 years of working experience in a financial planning environment, specifically assisting Wealth Managers or Family Officers.

Education: A Commerce or Financial degree from a reputable tertiary institution is highly advantageous.

Professional Registration: A CFP® designation or RE5 qualification is considered an advantage.

Knowledge: Solid understanding of FAIS (CAT II knowledge advantageous) and F**A regulations.

Computer Literacy: Proficiency in the Microsoft Office Suite is required; experience with Xplan is a significant advantage.

Personal Attributes: Exceptional attention to detail, resilience under pressure, and a service-oriented mindset.

Send your application to [email protected]

Call now to connect with business.

Role: Content and CopywriterIndustry: MarketingLocation:  HermanusSalary: R350,000 - R450,000Are you a wordsmith with a ...
31/03/2026

Role: Content and Copywriter

Industry: Marketing

Location: Hermanus

Salary: R350,000 - R450,000

Are you a wordsmith with a knack for turning complex financial jargon into engaging, client-focused stories? Our client, a leading financial services group, is looking for a versatile Content & Copywriter to join their dynamic marketing team in Hermanus.

In this role, you will be the voice of the brand, blending traditional copywriting with modern content creation to support lead generation and client education across multiple digital and internal channels

Key Responsibilities include:

Multichannel Content Creation: Produce and edit blogs, newsletters, client emails, video scripts, press releases, and PowerPoint presentations.

Simplifying Complexity: Translate intricate financial, SARS, and exchange control processes into digestible content for clients.

Social Media & Community Management: Monitor and respond to messages on platforms like Facebook and LinkedIn, ensuring active engagement and adherence to community guidelines.

Brand & SEO Optimization: Ensure all content aligns with the brand voice and incorporates SEO best practices, regulatory disclaimers, and risk statements.

Stakeholder Collaboration: Work closely with Advisory, Tax, and Marketing teams to gather technical insights and support campaign launches.

Governance: Maintain content calendars and conduct periodic audits to ensure all published material is current and compliant.

Requirements:

Education: A degree or diploma in Communications, Journalism, English, or a related field.

Experience: 3–5 years of experience in copywriting or content creation, ideally within the financial services sector.

Technical Skills: Strong writing, editing, and proofreading skills, with proficiency in MS Office and a basic understanding of CRM systems (Salesforce).

Soft Skills: Excellent organizational skills, professional judgment, and the ability to remain calm and "sunny" under pressure.

Social Media Savvy: Hands-on experience managing online community engagement is a big plus.

Send your application to [email protected]

30/03/2026
The future of hiring is skills based. The job market is evolving. Employers are placing less emphasis on tenure and more...
06/01/2026

The future of hiring is skills based.
The job market is evolving. Employers are placing less emphasis on tenure and more emphasis on tangible capability.
At The Recruitment Council, we are seeing a clear shift: Clients want to know what you can do, not just where you have been.
Our advice to job seekers: Don't just list your responsibilities, showcase your wins. Highlight the projects you delivered, the processes you improved, and the skills that make you adaptable.
Let your ability do the talking.
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