We are looking for an experienced Administration Manager to lead our Retail Financial Planning and Consulting (FPC) administration team in Johannesburg. This role is responsible for driving operational excellence, leading a team of Financial Adviser Assistants and ensuring the delivery of efficient, compliant and exceptional support to Financial Advisers and their clients.
Key Focus Areas:
- Lead, coach and develop a high-performing team of Financial Adviser Assistants.
- Drive operational excellence across investment, retirement, risk and fiduciary administration.
- Manage service delivery, workflow optimisation, turnaround times and team productivity.
- Build strong relationships with Regional Executives, Regional Managers and Financial Advisers.
- Champion process improvement, digital adoption and operational efficiency initiatives.
- Oversee governance, risk management and compliance with FAIS, FICA, POPIA and related regulatory requirements.
- Manage escalated adviser and client matters, ensuring exceptional service outcomes.
Requirements:
- Bachelor’s degree in business, Administration, Financial Planning, Operations or a related field.
- Minimum 5 years' management experience within financial services, wealth management or financial planning administration.
- Proven experience leading client service or administration teams.
- Strong knowledge of investments, retirement products, risk products, LISP platforms and advisor support operations.
- Excellent stakeholder engagement, leadership and problem-solving skills.
- Experience with adviser support systems, D365 and operational reporting tools will be advantageous.
Why Join Alexforbes?
As a certified Top Employer for 2026, we don’t just offer jobs – we build careers!
Did you know that Alexforbes was named South African Manager of the Year at the 2026 Raging Bulls Awards?
Here are more reasons why you should join us;
Growth & Development:
- Bursary and Leadership Development Programmes to help you grow professionally.
- E-Learning Forums and continuous learning opportunities.
- Financial Planning Support tailored for staff.
Rewarding Performance:
- Total Rewards Package: Competitive short- and long-term incentives.
- Power Of One: Monetary recognition for outstanding performance.
- Lead Incentives & Referral Bonuses for helping us grow our talent pool.
- Retirement Fund Contributions starting at 13% of CTC.
- Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas
Work-Life Balance:
- Flexible Ways of Work: Hybrid work model to suit your lifestyle.
- Connectivity Benefit: Wi-Fi allowance.
- Employee Wellness & Assistance Programmes to support your wellbeing.
- My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.