My client’s Development Academy ambassadors aspire to lead wealth management into a new realm of professionalism and success. As my client’s empire takes shape, their door is always open to qualified individuals who share their chief principles. My client seeks people who have a passion for the financial services industry and who aspire to be number one in their chosen profession.

Role: Academy Assistant


Development Academy:

Cape Town/ JHB - The Assistant will be responsible for lead generation, client appointments and providing superior client service to all my client’s prospects and clients within a dynamic, fast-paced, target-driven environment. The Assistant will embark on an 18-month development programme, with the intention of graduating as a fully qualified and competent Financial Associate, to be deployed into one of the company’s African offices.



  • Grade 12 (Matric)
  • Relevant financial/ business qualification (Financial Planning qualification preferred)
  • 1-2 years Sales or Financial Advisory experience would be to your advantage
  • Computer skills



  • Communication (written and verbal)
  • Attention to detail
  • Information gathering and monitoring
  • Planning and organising
  • Adaptability
  • Customer service orientation
  • Teamwork
  • Stress tolerance



  • Sourcing prospective clients and referrals
  • Building and maintaining prospect relationships
  • Telephonically evaluate potential clients based on qualifying criteria
  • Scheduling client appointments for Financial Associates
  • Managing prospect databases
  • Deliver superior client service to prospects and clients
  • Develop a complete understanding of the client’s offerings and associated benefits
  • Meeting performance targets
  • Completion of weekly performance target reports


Personal Attributes:

  • Professional disposition
  • Confident with excellent communication skills
  • Ability to work under pressure


If you are looking for diverse opportunities within an international family that truly values your contribution and rewards your achievements, then we invite you to apply for a chance to enhance your career in one of the most successful financial consultancy firms in Africa.