Join The Team

Welcome to our careers page, where you can discover opportunities to join our team of experienced wealth managers and grow your professional skills in the dynamic field of wealth management. If you’re passionate about finance and have a desire to make a meaningful impact in people’s lives, we’d love to hear from you. Explore our current job openings and see if there’s a fit for you at our company.

Find Your Next Role

Junior Financial Paraplanner

  • Start Date: ASAP
  • Role: Full Time
  • Office: Cape Town, South Africa

We are seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisers in delivering exceptional financial planning and investment advice to clients. The ideal candidate will have a passion for financial planning and a strong desire to learn and grow in the field.

Responsibilities:

  • Assist in the preparation of financial plans and presentations for clients
  • Conduct research and analysis on investments, insurance products, and financial planning strategies
  • Prepare and maintain client financial planning and investment databases
  • Maintain up-to-date knowledge of financial planning, investment, and insurance products
  • Collaborate with the team of advisors to ensure clients’ needs are met
  • Maintain client files and ensured that all required documentation is complete and accurate
  • Assist with client communication and follow-up as needed

Requirements:

  • Degree in Finance, Economics, or a related field
  • Strong attention to detail and analytical skills
  • Excellent organisational and time management skills
  • Excellent written and verbal communication skills
  • Ability to work well in a team environment
  • Ability to take initiative and work independently as needed
  • Proficiency in Microsoft Office, particularly Excel
  • CFP designation or progress towards obtaining the designation is a plus

We offer competitive salary and benefits packages and opportunities for growth and advancement within the company. If you are a self-starter with a passion for financial planning and a strong desire to learn and grow in the field, we encourage you to apply.

Please send your CV to info@ascotwm.com

Trainee Wealth Management Assistant

  • Start Date: ASAP¬†
  • Role: Full Time
  • Office: Ascot, United Kingdom

Trainee Wealth Management Assistant – No Experience Needed!

This is an entry level position and will provide an excellent opportunity for the candidate to gain experience of the day-to-day running of a Wealth Management Firm as well as insight into the Financial Services sector.

The chosen candidate will be working closely with the Operations & Compliance Manager and Financial Adviser to assist with operational and client administrative and compliance duties.

Excellent attention to detail, good communication skills and a strong work ethic are essential.

Duties will include:

  • Administrative support to senior staff
  • Task management and accurate recording of time (using time tracking software)
  • Regulatory and compliance tasks
  • Competency and training tasks
  • Product and procedure related tasks
  • Ad hoc research duties and collation of information
  • Maintenance and recording of CPD logs for staff members
  • Communicating with selected clients, providers, third parties and colleagues
  • Education/investment webinar download and access /recording
  • Preparing documentation, presentations and notes
  • Maintenance of office and compliance filing systems
  • Ensuring that all compliance and regulatory standards are met and any breaches reported to the Operations and Compliance Manager
  • Assist senior financial advisors in preparing financial plans for clients
  • Conduct research and analysis on financial products and investments
  • Learn and follow company policies and procedures regarding client communication and data privacy

After 12 month of working experience with Ascot Wealth Management the Candidate will be enrolled into an “Paraplanner” Apprenticeship Scheme to develop knowledge and receive The Certificate in Financial Services.

The Certificate in Financial Services includes passing exams:

  • R01 Financial Services, Regulation and Ethics
  • R02 Investment Principles and Risk
  • R03 Personal Taxation
  • J09 Paraplanning

Further progression available within the business.

Please send your CV to info@ascotwm.com

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