Our client, a premium and well known personal wealth and investment brand operating in the financial services and advisory industry, currently has the above two positions available for diligent, detail-orientated individuals with strong communication skills (written & verbal) who can work accurately and professionally.

Two positions are available; one in the Paarl branch and one in the Ceres branch.

The successful candidate will be responsible for (but not limited to): *compiling investment reports from investment statements *providing financial planning support *maintaining and updating CRM systems *assisting with all related administrative functions within the financial planning environment.

Essential qualifications, skills and experience:
• A relevant tertiary qualification would be beneficial;
• Experience within the industry is not a prerequisite;
• High level of thoroughness and meticulous attention to detail;
• Intermediate MS Excel skills;
• Strong people-relations and communication abilities;
• Fully bilingual – fluent in Afrikaans and English (Afrikaans home language advantageous).

Commencement date: As soon as possible.

Please apply online at www.m3online.co.za before 09:00 on 16 March 2026.

For general enquiries, contact our team at M3 Human Capital Management on 021 863 1444.

Please note that only shortlisted candidates are contacted. If you don’t hear from us within two weeks of the closing date, please assume that your application was unsuccessful.