AlphaWealth

Good morning! We are looking for a highly skilled professional to join our office-based team in Stellenbosch, reporting directly to the CFO and CEO. The candidate is ideally a CA / CIMA / CFA with robust accounting and financial modelling skills & possessing commercial acumen. This role requires a professional with deep accounting expertise, proficiency in building and analyzing complex financial models, and the ability to support strategic decision-making. The work is intense, highly diverse and rewarding! Top 5 Values & Skills required: A high attention to detail A strong work ethic Curious Resilient A team player If you feel you are qualified and this role may suit you, please reach out to either: dominic@alphaholdings.co.za or kerry@alphawealth.co.za

Attention: Career development Opportunities in the AlphaWealth Fiduciary Services & Tax Advisory Team Following a period of growth in our 20 year old business, AlphaWealth is actively seeking a Fiduciary Services Specialist, a Fiduciary Services Assistant and a Private Client Tax Advisor to join our existing team. Due to the nature of the work these 3 positions may be based at any of our offices in Stellenbosch, Cape Town, Johannesburg or Umhlanga. This is a critical part of our solution to our clients and as such we are now looking to add best in class resources to our fantastic existing team. Please reach out for more detailed job specifications for any of the above roles, but if you feel you are a world class specialist in this space, and are interested in joining one of the best boutique teams in South Africa, you should celebrate the following skills, qualifications and values: # An academic + practical background in Fiduciary Services (Law, Estate Planning & Tax) # A passion for sourcing, structuring and managing the best possible estate and tax planning solutions for our valued clients - working alongside our wealth managers and our network of third party specialist advisors # Strong and authentic relationship management skills # A desire for continued professional development (funded by AlphaWealth!) to ensure you are always relevant and at the top of your game! A sense of urgency and an incredible attention to detail If the above opportunity fits your profile and you want to be part of our story - and to continue making your mark - then please reach out to either kerry@alphawealth.co.za or dominic@alphaholdings.co.za #alphawealth #step #fisa #certifiedfinancialplanner #cfp #estateplanning #taxadvisory #fiduciaryservices

Security Alert:  Please note that AlphaWealth does not use  Telegram, TikTok, Facebook, Snapchat or any form of social media besides Linkedin. It has come to our attention that there are imposters operating on these platforms and falsely claiming to represent AlphaWealth, using names and photos of our team members. We are busy trying to get the sites taken down. If you have seen anything suspicious or would like to verify any communication, please get in touch with your wealth manager or email info@alphawealth.co.za