Wealth Management Administrator

Recruiter:

Dante Personnel

Job Ref:

JHB007404/JK-JH

Date posted:

Friday, January 23, 2026

Location:

Rosebank, South Africa

SUMMARY:
Join our team as a Wealth Management Administrator in Rosebank!

POSITION INFO:
Minimum requirements:

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
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.).

Responsibilities

Process and submit new long-term insurance and investment applications timeously and accurately
Liaise with product providers (insurers & investment houses) to track applications through to issue stage
Follow up on outstanding requirements with clients and service providers
Prepare and issue policy schedules and confirmation documents
Handle client queries regarding existing policies and investments
Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations
Prepare annual portfolio reviews and statements when required
Quotations and proposals

Consultant: Joelene Koekemoer - 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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