Client Administrator - Financial Planning - Somerset West, Cape Town

Atomos Investments Limited; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A UK-based company is expanding its client support team in South Africa. The role involves client relationship management, administrative support, and data consistency projects. Ideal candidates are detail-oriented, tech-savvy, and possess strong communication skills. This is a contract position with potential for permanence.

Benefits

Flexible work environment

Professional growth opportunities

Qualifications

• Experience in a similar administrative role, preferably within Financial Services.
• Comfortable working with numbers and highly organized.

Responsibilities

• Manage Financial Planner’s diaries and schedule client meetings.
• Respond to email inquiries and communicate directly with clients.
• Support projects aimed at enhancing data consistency within our systems.

Skills

Communication

Organization

Attention to detail

Proficient with technology

Tools

Excel

Job description

CareerWe are a UK company looking to expand our client support team in South Africa to assist our busy UK-based teams.

You should have a background in Financial Planning administration, attention to detail, and a passion for delivering excellent client service.

This is a fantastic opportunity to join our UK-based firm.

About the role

You will be integral to every stage of the client journey, including diary management, administrative support, client relationship building, and case management.

You will become familiar with our products, providers, and systems, gaining expertise through direct contact with a Financial Planner and their clients.

Your role goes beyond support; it involves building trust and providing exceptional service at every interaction.

Accountabilities

• Support projects aimed at enhancing data consistency within our systems.
• Coordinate with third-party providers and manage provider platforms.
• Process new business applications.
• Manage Financial Planner’s diaries and schedule client meetings.
• Prepare documentation for client appointments, such as review meeting packs.
• Respond to email inquiries and communicate directly with clients.
• Ensure accurate data entry within designated timelines.

Skills and Experience

• Proficient with technology, including intermediate Excel skills (e.g., VLOOKUPs, PivotTables).
• Experience in a similar administrative role, preferably within Financial Services.
• Knowledge of Atomos products: pensions, investments, and protection.
• Strong communication skills.
• Comfortable working with numbers and highly organized.
• Enthusiastic about exceeding client expectations.
• Seeking a supportive team environment where your contributions are valued.
• Previous experience supporting overseas firms, especially UK-based, will be an advantage.

Additional Notes

You will be supporting from South Africa as part of our firm.

This is a 6-month contract with potential for permanence.

You will work according to UK bank holidays, with the option to use your own annual leave for South African holidays if preferred.

Our flexible, agile work environment offers diverse tasks and projects for professional growth.

Note: This description is a guide and not exhaustive.

Job Details

Department: Client and Adviser Support

Location: Somerset West, South Africa

Employment Type: Contract

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Financial Administrator • Cape Town, Western Cape