Wealth Management Administrator

Recruiter:

Dante Personnel

Job Ref:

JHB007197/JS-JH

Date posted:

Thursday, July 3, 2025

Location:

Rosebank, South Africa

Salary:

R20 000 ctc per month

SUMMARY:
We are in search of a Wealth Management Administrator for our client, to provide efficient, accurate, and professional administrative support for new business
processing, client servicing, policy administration, and investment transactions within a financial advisory or brokerage environment.

Location - Rosebank Johannesburg
Gauteng

POSITION INFO:
Minimum requirements:

Education & Certifications
Matric (Grade 12) required.
RE5 Certificate preferred (or willing to obtain within 12 months).
Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management.

Experience
Minimum 3–5 years relevant administration experience in a financial services environment (investments & long-term insurance).
Proven experience in new business processing and client servicing.
Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.)

Skills & Competencies
Strong administrative and organisational skills.
Demonstrate competency in Section 14 transfer process, provident fund transfers,
Retirement transfers and strong general investment knowledge
Excellent verbal and written communication skills (English).
High attention to detail and accuracy.
Ability to prioritise tasks and meet deadlines under pressure.
Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems
(e.g. Astute, Elite Wealth or similar CRM system).

Attributes
Client-focused attitude with strong work ethic.
Team player but able to work independently.
Confidential and professional.

Consultant: Jane Scorgie - Dante Personnel Johannesburg
Apply via our website

If you do not hear from us within 5 days, please accept that your application was unsuccessful

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