Bilingual Administrative Assistant to Financial Advisers

The Recruitment Council; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

The Recruitment Council seeks an experienced Administrative Assistant to support financial advisers and manage a client portfolio within a South African financial planning firm.

You will own client portfolios, process new business and renewals, assist with estates and trusts, maintain CRM data, and ensure compliance with FICA, FAIS, POPIA and TCF. Afrikaans fluency and strong English are essential, with 5+ years of SA financial services admin experience.

Qualifications

• Fluent Afrikaans and professional proficiency in English required.
• 5+ years of administrative experience within South Africa's financial services/insurance/investment industry.
• Experience with CRM systems: @Work, Workpool, Elite Wealth or XPlan.
• Deep experience with investment platforms: NinetyOne, Allan Gray or Glacier.
• Deep experience with life insurance platforms: Discovery, Momentum or Sanlam.
• Matric and industry qualifications are advantageous.

Responsibilities

• Client Portfolio & Liaison: Take full ownership of a set client portfolio and act as primary support contact.
• Business Processing: Handle end-to-end processing of new business, investments, risk products, medical aids, and client requests.
• Client Reviews & Renewals: Coordinate and process fee renewals, annual client reviews, and income revisions.
• Estates & Trusts Support: Assist with deceased estate administration and trust administration.
• CRM & Data Discipline: Maintain meticulous client records in the CRM for team collaboration.
• Compliance & Cyber Security: Adhere to FICA, FAIS, POPIA, TCF and data privacy practices.

Skills

Self-management

Results-driven

Detail-oriented

Client-centric

Education

Matric (Grade 12)

Certificate in Financial Planning or RE exams preferred

Tools

@Work

Workpool

Elite Wealth

XPlan

Job description

The Recruitment Council seeks an experienced Administrative Assistant to support financial advisers and manage a client portfolio within a South African financial planning firm.

You will own client portfolios, process new business and renewals, assist with estates and trusts, maintain CRM data, and ensure compliance with FICA, FAIS, POPIA and TCF. Afrikaans fluency and strong English are essential, with 5+ years of SA financial services admin experience.