SUMMARY:
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POSITION INFO:
Role Overview: Our client is an independent financial planning practice based in Newlands, Cape Town. The business describes its culture as warm, caring, professional, growing and rewarding, with an emphasis on reliable service, continual development, strong systems and processes. They are seeking a highly organised and detail-focused Administrator to join their team in Newlands. The successful candidate will work alongside two other Administrators, providing support to at least two Financial Advisors. The role will focus on the implementation of tasks created by the Advisors, including new transactions, new business and fund switches, ensuring that each case is followed through accurately to completion. The ideal candidate will enjoy structure and process, take ownership of their work, communicate warmly and professionally with clients, and be confident working across digital systems and detailed documentation. Primary focus: implementation, incoming transactions, new business administration and case follow-through Team setting: Close-knit financial planning team; works across planners, client relationship and support functions Responsibilities: · Own incoming transactions and new business administration from the beginning of a case through to completion · Coordinate implementation and follow-through so that outstanding administrative actions are progressed and completed · Prepare, check and manage administrative and client documentation with a very high level of accuracy · Work closely with Financial Planners, Client Relationship Managers, paraplanners and fellow administrators to keep workflow smooth · Communicate professionally with clients and build strong, trusted working relationships. · Apply agreed processes and workflows consistently, while highlighting bottlenecks or opportunities to improve efficiency · Provide practical cover and support to colleagues when required, within the scope of the administration function · Maintain confidentiality, integrity and professionalism in handling client and company information Requirements: · Three years in a similar detail-oriented or financial services support role is preferred · Prioritising proven administrative capability, accuracy, process discipline and confidence in working with systems Essential characteristics: · Highly organised and process-driven · Exceptional attention to detail and accuracy · Self-disciplined, dependable and trustworthy · Proactive and energetic with good task follow-through · Emotionally mature, calm and accountable · Clear, polished written and verbal communication · Warm and professional with clients · Comfortable managing several priorities and moving parts · Strong team player who enjoys supporting others · Confident with digital systems and documentation workflows · Willing to learn and improve processes rather than simply complete tasks
