Financial Planning Administrator (Contract)

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000449/JC

Date posted:

Thursday, June 19, 2025

Location:

Pietermaritzburg, South Africa

Salary:

8000 Monthly

SUMMARY:
Hilton - A national, leading financial services provider, providing financial advice in wealth managements seeks an administrator to join their team. Provide essential administrative support to a high-performing financial advisory practice. This fixed-term role offers hands-on involvement in client operations and compliance administration. This is a 9 month Fixed Term Contract

POSITION INFO:
Our client is a well-regarded player in the financial services industry, offering advisory and investment planning solutions. The business supports a network of financial professionals through structured operational and administrative frameworks.

This 9-month contract role is responsible for supporting the day-to-day administrative and client servicing functions. The Administrator will assist in documentation, onboarding, compliance tracking, and maintaining accurate client records using internal systems.

Key Responsibilities:

Process client documentation and ensure compliance with onboarding procedures.
Capture, update, and maintain client data using CRM systems.
Liaise with product providers and internal teams for application submissions and follow-ups.
Assist with FICA and AML checks and maintain compliance documentation.
Manage incoming queries and provide timely administrative responses.
Prepare supporting materials for client meetings and financial reviews.
Upload documentation into internal systems and ensure accurate filing.
Support internal reporting and practice tracking where required.
Coordinate diaries, follow up on tasks, and ensure deadlines are met.
Contribute to general office administration and team support.

Key Attributes:

Highly organized with strong attention to detail.
Service-oriented and professional communication skills.
Proactive and able to work independently.
Discreet with handling of confidential information.
Resilient and reliable under pressure.

Requirements:

Minimum Matric
1–2 years of administrative experience in a financial or professional services environment.
Proficient in Microsoft Office and CRM systems (Xplan knowledge beneficial).
Understanding of FICA and FAIS processes preferred.

Remuneration:
R8 000 - R10 000pm Cost to Company

**Only shortlisted candidates will be contacted**

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