Wealth Management Administrator – In Office - Cape Town

Recruiter:

Datafin IT Recruitment

Job Ref:

2973309675

Date posted:

Tuesday, June 9, 2026

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

ENVIRONMENT:

Our client is a well-established Wealth Management business seeking an experienced Operations Support professional to join their Cape Town team. This role is ideal for someone with a strong operational background within Financial Services who enjoys process management, administration, client support, and ensuring the smooth running of day-to-day operations. While the business operates within the Wealth Management sector, this is not a Wealth Manager, Financial Advisor, or Para-Planner career path. They are specifically looking for someone who enjoys and wants to remain within an operational support environment rather than moving into Wealth Management or advisory functions.

REQUIREMENTS:

3+ years' experience in an Operations, Administration, Client Services, Practice Management, or Operational Support role within Financial Services.
Strong administrative, organisational, and process management skills.
Experience supporting advisors, consultants, or client-facing teams.
Excellent attention to detail and ability to manage multiple priorities.
Strong communication and stakeholder engagement skills.
Comfortable working in a fast-paced, professional environment.
Proficient in Microsoft Office and financial services administration systems.

Advantageous

Experience within Wealth Management, Investments, Financial Planning, Employee Benefits, Insurance, or related Financial Services environments.
Exposure to compliance, client onboarding, reporting, or operational process improvement.

ATTRIBUTES:

Highly organised and detail oriented.
Process-driven and dependable.
Strong problem-solving ability.
Professional and client focused.
Someone who enjoys operational excellence and wants to build a long-term career within operations support rather than transitioning into a Wealth Management advisory role.

Similar jobs you might be interested in:

Wealth Management Administrator – In Office - Cape Town
Location: Cape Town
Salary:
Today

Wealth Management Administrator
Location: Somerset West
Salary:
Somerset West - Financial Services Provider is seeing to employ a wealth management administrator. The ideal candidate will provide comprehensive administrative support related to client investments, financial products, risk policies, medical aid & GAP-cover while ensuring that all client records, transactions, and documentation comply with applicable regulatory requirements, including Fi...
5 days ago

Wealth Management Associate
Location: Cape Town
Salary:
About our clientOur client is an established wealth management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth. About the roleTo deliver exceptional support to a wealth Manager, effectively managing deadline-driven tasks, with client-centricity and profe...
20 days ago

Wealth Management Associate
Location: Cape Town
Salary:
21 days ago

Wealth Management Associate
Location: Cape Town
Salary:
About our clientOur client is an established wealth management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth. About the roleTo deliver exceptional support to a wealth Manager, effectively managing deadline-driven tasks, with client-centricity and profe...
29 days ago

Wealth Management Associate
Location: Capetown
Salary: Market-related
wealth management Associate
70 days ago

Wealth Management Associate | Western Cape
Location: Claremont, Western Cape
Salary: market related
wealth management Associate | Western cape
74 days ago

Insurance Manager
Location: Cape Town
Salary:
If you’re an insurance-savvy relationship builder who believes that high-net-worth clients deserve more than a generic policy, this insurance Manager opportunity could be your next career move. Join a high-performance environment where service excellence, precision, and a touch of charm aren’t just nice-to-haves, they’re how business gets done.
13 days ago

Junior Estate Administrator
Location: Cape Town
Salary:
About our ClientOur client is an established wealth management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth. About the RoleThe Junior Estate administrator is responsible for coordinating the end-to-end administration of low risk / non-estate dutiable ...
29 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior wealth Manager serves existing clients and supports wealth Planners.
4 days ago