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.

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.

POSITION INFO:
The successful candidate will provide comprehensive back-office and operational support to Wealth Managers, ensuring 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

REQUIREMENTS
Qualifications
- Matric (essential)
- BCom in Finance, Investments, Financial Planning or 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

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For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant