Financial Planning Administrator

Kontak Recruitment; United States; Remote; USD 19,000 - 22,000; Full time

Benefits offered by this job

Fully remote role

Cross-border exposure

Structured onboarding and training

Job summary

Kontak Recruitment seeks a Financial Planning Administrator for a fully remote role based in South Africa. You will work directly with the Founder on a daily basis, handling multi-jurisdictional data, client records, and compliance across Intelliflo and FE Analytics.

The position requires strong numerical ability and meticulous attention to detail, with data security at the forefront. Training will be provided, and there is clear potential to grow as the advisory book expands.

Qualifications

• Experience in a financial services environment in an administrative, operations, or finance function.
• Strong numerical ability and comfort working with spreadsheets and fund-related data.
• High attention to detail and the ability to review AI-generated content for accuracy.
• Reliable high-speed internet and a private home working setup.
• Willingness to be available during UK business hours for calls and reviews.
• A qualification in finance, accounting, or related field is advantageous.
• CFP designation or progress toward it is a bonus.

Responsibilities

• Log into the back-office system (Intelliflo) daily to review and action tasks.
• Maintain accurate client records including transactions and regulatory docs.
• Complete initial and ongoing training through Intelliflo and platform resources.
• Pull compliance docs from multiple investment platforms for reviews.
• Build and maintain onboarding files on Intelliflo end-to-end.
• Assist with trades, fund switches, contributions, and withdrawals on platforms.
• Pull and prepare reports from FE Analytics and other platforms.
• Liaise with UK providers, custodians, and third parties via phone and email.
• Support the Founder on video calls to align on priorities.
• Handle client data with strict confidentiality and discretion.
• Identify process improvements to scale the business.
• Assist with onboarding of additional team members as the team grows.

Skills

Numerical ability

Attention to detail

Data security

Remote work setup

Education

Finance / Accounting degree

CFP in progress

Tools

Intelliflo

FE Analytics

Investment platforms

Job description

Financial Planning Administrator – Remote in South Africa.

If numbers are your language, detail is your default setting, and you want to build a career in cross-border financial services without the commute, this could be the opportunity you have been looking for.

A fast-growing, internationally regulated financial advisory practice operating across the UK, South Africa, and the US is expanding its remote team and looking for a sharp, numerically strong administrator to join the business in a high-trust, high-visibility role.

This is not a back-row, process-and-forget position. The business manages close to R1 billion in assets and is growing fast. The person stepping into this role will work directly alongside the Founder on a daily basis, keeping a complex, multi-jurisdictional operation running cleanly and accurately across a range of specialist platforms and compliance frameworks.

Location: Remote, South Africa.

Salary: R28,000 to R32,000 per month, CTC.

What’s in it for you:

• Fully remote and permanent role with real flexibility in how you structure your day
• Direct exposure to cross-border financial planning across UK, South African, and US regulatory environments
• Work on a genuinely growing book of business, currently close to R1 billion under management and climbing
• Structured onboarding and platform training provided from day one, including Intelliflo, FE Analytics, and investment platforms
• A clear runway to grow within the business as the team scales
• Daily engagement with the Founder, meaning your contributions are seen and valued immediately
• No two days look the same as the portfolio, the clients, and the complexity keep growing

Minimum Requirements:

• Experience in a financial services environment in an administrative, operations, or finance function
• Strong numerical ability and comfort working with spreadsheets, calculations, and fund-related data
• High attention to detail and the confidence to critically review AI-generated content and catch errors before they reach a client
• Reliable, high-speed fibre internet connection with a secure, private home working environment
• A laptop or computer capable of running multiple platforms and supporting video calls simultaneously
• Willingness to be available during UK business hours for calls, provider liaison, and daily video check-ins
• Ability to comply with strict data security and confidentiality protocols when handling sensitive client information
• A qualification in finance, accounting, or a related field is advantageous
• CFP designation or progress toward it is a bonus but not required
• UK financial planning experience is helpful but not expected as full training will be provided

Key Responsibilities:

• Log into the back-office system (Intelliflo) daily to review, prioritise, and action the task list
• Maintain accurate, compliant client records including all transactions, notes, and regulatory documentation on Intelliflo
• Complete initial and ongoing training through the Intelliflo online academy and other platform-specific resources
• Pull compliance documentation from multiple investment platforms to support transactions and annual client reviews
• Build and maintain new client onboarding files on Intelliflo from end to end
• Execute trades, fund switches, contributions, and withdrawals on investment platforms with precision
• Pull and prepare reports from FE Analytics and other platforms to support the advisory process
• Liaise with UK providers, custodians, and third parties via phone and email in a professional and timely manner
• Support the Founder on video calls throughout the day to align on priorities and work through client-related tasks
• Handle all client data with strict confidentiality and discretion befitting a high-net-worth client base
• Identify opportunities to improve processes and contribute to a more efficient operation as the business scales
• Assist with the future onboarding of additional team members as the practice continues to grow