Wealth Administrator

SUMMARY:
Opportunities in Umhlanga & Kloof

POSITION INFO:

We are looking for an experienced Wealth Administrator who is confident managing client portfolios, handling new business processes, and engaging with product providers in a professional and efficient manner.

This role suits someone who enjoys structure, accuracy, and being a key support to financial advisors.

Key Responsibilities

• Processing new business (broker appointments, onboarding clients)
• Managing ongoing portfolio servicing (switches, withdrawals, additions, transfers)
• Client communication and service updates
• Liaising with product providers (e.g. Investec, Ninety One, Momentum, Old Mutual, etc.)
• Preparing statements and assisting with client reviews
• Maintaining accurate records and system updates (including CCM loading)
• Supporting advisors with portfolio monitoring and updates

Minimum Requirements

• Minimum 2 years’ experience in a wealth administration role (preferably independent practice)
• Experience with LISP platforms and risk products
• Strong working knowledge of Microsoft Office
• Comfortable dealing with clients and providers telephonically and via email

Advantageous

• Experience with Elite Wealth, XPlan, AtWork or similar systems
• RE5 and/or relevant finance qualification (Diploma / NQF 6+)

Working Hours & Benefits

• Monday – Friday: 08:00 – 16:30
• 21 days annual leave (office closed over December period – deducted from leave)
• R1 000 medical aid contribution (medical aid compulsory unless dependent)
• Annual subscription to Rapid ID (emergency identification service)
• Discretionary bonus paid annually

👉 This is a great opportunity to join a professional, client-focused team where strong administration is genuinely valued.