Financial Administrative Specialist : Wealth Management Team 27 / 03 / 2025 Closed

Strategic Talent Solutions; Cape Town; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A finance recruitment agency in Cape Town seeks a detail-oriented Financial Administrative Specialist to manage client investments and ensure compliance. The ideal candidate has administrative experience, particularly in a compliance setting, and a background in finance. The role offers a supportive environment and a mix of in-office and remote work.

Benefits

Flexible work arrangement after probation

Negotiable salary package based on experience

Qualifications

• Experience in an administrative context with compliance importance such as FICA / FAIS.
• Experience as a financial planning or broker assistant.
• Background in finance or investments preferred.

Responsibilities

• Prepare and onboard new client investments.
• Liaise with providers to ensure completion of the investment admin process.
• Prepare client review packs for signature and approval.
• Directly liaise with clients where necessary.
• Ensure FICA / FAIS compliance.
• Support the wealth manager.

Skills

Attention to detail

Client service orientation

Organization skills

Compliance knowledge

Education

Relevant tertiary qualification

Job description

Overview

Looking for your next exciting opportunity in the wealth investment industry? Our client is on the hunt for a dynamic, highly organized, and detail-oriented Financial Administrative Specialist to join their team! If you thrive in a fast-paced environment, love keeping things running smoothly, and have a keen eye for the finer details, this role could be perfect for you. Bring your energy, precision, and passion for finance to a company that values expertise and efficiency. Sound like you? Let's chat!

Role fit

• You thrive in medium size companies where you know your peers and you are not just a number.
• You enjoy administration and find it rewarding to organize, neaten and make sure everything is compliant.
• You don't get easily overwhelmed with paperwork – manual and electronic.
• You like to be of service and enjoy client contact.
• You have got a knack for getting things done and following up with document flow from providers.
• You like having a place of work to go to and a professional environment suits your style.

Responsibilities

• Prepare and onboard new client investments.
• Liaise continuously with internal and external providers to ensure implementation of and completion of investment admin process.
• Preparation of client review packs for signature and approval.
• Liaise with clients directly where necessary.
• FICA / FAIS compliance.
• Organise, support wealth manager towards excellence.

Qualifications

• Experience in an administrative context where compliance is important: FICA / FAIS and similar.
• Experience supporting a technical professional – financial planning / broker assistant or similar.
• A relevant tertiary qualification will ensure you learn fast if you have some background in finance / investments.

4 Days work in office Monday to Thursday

1 Day work from home Friday (After probation period)

Lucrative package negotiable dependent on experience and skills