Wealth Manager Administrator

SUMMARY:
A leading financial services group is seeking an experienced Wealth Manager Administrator to take full ownership of the administration, coordination, and compliance of a fast-growing wealth and investment book.

POSITION INFO:
This role is suited to a highly organised and detail-driven professional with strong regulatory knowledge and proven experience supporting Wealth or Portfolio Managers within a structured financial services environment.

The successful candidate will provide comprehensive back-office and operational support to Wealth Managers, ensuring that all new business, servicing, and client records are managed accurately, timeously, and in full compliance with regulatory requirements. This role plays a critical part in maintaining operational excellence and delivering a seamless client experience.

Key Responsibilities:

• Wealth Administration & Client Support:
  • Provide full administrative support to Wealth Managers and their investment books
  • Prepare documentation and support packs for client meetings and portfolio reviews
  • Process new business, switches, top-ups, and amendments accurately and timeously
  • Liaise with investment platforms and service providers to ensure efficient account onboarding
• Compliance & Regulatory Oversight:
  • Apply and monitor FICA requirements in line with FSCA standards
  • Ensure adherence to FAIS and internal compliance frameworks
  • Maintain accurate and up-to-date client records and documentation
  • Identify discrepancies, follow up on outstanding information, and escalate where required
• Operational & Relationship Management:
  • Manage calendars, coordinate meetings, and respond to client and internal queries
  • Maintain strong working relationships with Wealth Managers, clients, and service providers
  • Ensure confidentiality and high service standards at all times
  • Support ad hoc administrative and departmental requirements

• Qualifications:
  • Matric (essential)
  • BCom in Finance, Investments, Financial Planning or a related field
• Experience:
  • Minimum 5 years’ experience within wealth management or investment administration
  • Proven experience supporting Wealth or Portfolio Managers
  • Strong exposure to investment platforms, life and investment products
• Technical Competencies:
  • Sound understanding of FAIS, FICA, and FSCA regulatory requirements
  • Strong operational control and compliance awareness
  • Advanced Microsoft Excel (essential)
  • Proficient in Word, PowerPoint, and Outlook
• Behavioural Profile:
  • Exceptional attention to detail and high levels of accuracy
  • Strong organisational and time-management skills
  • Proactive, solution-oriented mindset
  • Professional communication skills with the ability to work independently and collaboratively
  • High integrity and strong ethical standards