SUMMARY:
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POSITION INFO:
WEALTH MANAGER ADMINISTRATOR
Bellville
As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager and Paraplanner.
RESPONSIBILITIES:
Client Support & Administration
- Gathering, capturing, and verifying client and product information to maintain accurate records.
- Assisting with client onboarding, including documentation, application forms, and compliance requirements.
- Handling and resolving client queries professionally, ensuring a positive client experience.
- Preparing client review packs, proposals, reports, and supporting documentation for meetings.
Financial & Investment Plan Support
- Preparing and compiling documentation to implement financial and investment strategies.
- Liaising with product providers, insurers, and investment platforms to source quotations, product information, and policy details.
- Following up on instructions and ensuring timely execution of transactions, investments, and updates.
Data & Systems Management
- Maintaining and updating the Client Relationship Management (CRM) system with accurate client data.
- Managing and updating the internal data warehouse to support reporting and decision-making.
- Ensuring all documentation and correspondence are stored in line with company procedures.
Compliance & Governance
- Ensuring that all compliance requirements are met, including FICA, FAIS, and other regulatory obligations.
- Monitoring and tracking outstanding compliance items, following up proactively with clients and providers.
- Assisting in preparing documentation and records for compliance audits or reviews.
Practice & Team Support
- Providing administrative and operational support to the Wealth Manager and team.
- Contributing to process improvement and helping streamline business operations.
- Coordinating with service providers and partners to support overall client service delivery.
COMPETENCIES & SKILLS:
The ideal candidate will bring both technical knowledge and strong interpersonal skills to the role. Key competencies and requirements include:
- Attitude & Approach:
- A positive “can-do” mindset and willingness to adapt in a rapidly evolving environment.
- A self-starter with initiative, able to drive tasks and projects to completion with minimal guidance.
- Ability to also operate effectively in a structured environment when required.
- Strong sense of accountability, ownership, and responsibility.
- Technical Skills & Knowledge:
- 3–5 years of experience in the investment and/or financial planning industry.
- Clear understanding of investment, risk, and retirement products.
- Proven experience working with a range of financial product providers and platforms.
- Proficiency in maintaining CRM systems and handling client data with accuracy.
- Personal Attributes:
- Excellent attention to detail and accuracy in all work.
- Strong communication and interpersonal skills, with the ability to engage confidently with a wide range of people.
- High levels of energy, drive, optimism, and creativity.
- Ability to manage multiple tasks and deadlines simultaneously.
- Commitment to honesty, integrity, and maintaining client trust at all times.
- Other Requirements:
- Fluent in both English and Afrikaans.
- Based in the Northern Suburbs of Cape Town.
- Own reliable transport is essential.
TO APPLY:
If you're interested in this opportunity, please:
- Apply online at or
- Click on the "Apply" button
We thank all applicants for their interest. Please note that only shortlisted candidates will be contacted.
