Financial Advisor Administrator

CA Select; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Competitive salary

Professional team environment

Exposure to diverse portfolios

Structured career path

Job summary

CA Select in Johannesburg seeks a detail-oriented Financial Advisor Administrator to provide high-level administrative support to Financial Advisors. You will handle client queries, manage portfolios, and ensure compliance with FAIS, FICA and POPIA.

The role focuses on preparing client files, updating records, and coordinating advisor calendars while maintaining excellent service levels in a fast-paced environment.

Qualifications

• 2–4 years of administrative experience in financial planning or wealth management.
• Tertiary qualification or industry-specific certifications are highly advantageous.
• Proficiency in financial services software and CRM systems.
• Knowledge of FAIS, FICA and POPIA regulatory environment.

Responsibilities

• Serve as primary contact for clients, handling queries and providing feedback on administrative processes.
• Process and monitor new business applications, redemptions and switches across platforms.
• Prepare pre-appointment files including client portfolios and valuations.
• Maintain client records on CRM for data integrity and compliance.
• Coordinate diaries, schedule client reviews, and follow up after advisor consultations.
• Liaise with product providers to resolve issues and ensure timely implementation.

Skills

Detail-oriented

Proactive

Organizational skills

Professional communication

CRM proficiency

Financial services software

Education

B.Com Finance or related

NQF Level 5 or higher

Tools

CRM systems

Job description

We are seeking a detail-oriented and proactive Financial Advisor Administrator to join a reputable financial services firm based in Fourways. This role is pivotal in providing high-level administrative support to Financial Advisors, ensuring seamless client service and the efficient processing of financial products and portfolios.

Key Responsibilities

• Act as the primary point of contact for clients, handling queries and providing regular feedback on administrative processes.
• Process and monitor new business applications, redemptions, and switches across various investment and insurance platforms.
• Prepare comprehensive pre-appointment files, including client portfolios, valuations, and necessary compliance documentation.
• Maintain and update client records on the CRM system to ensure data integrity and FICA/FAIS compliance.
• Coordinate diaries, schedule client reviews, and manage all follow-up correspondence following advisor consultations.
• Liaise with product providers to resolve administrative issues and ensure timeous implementation of instructions.

Requirements

• A minimum of 2-4 years of experience in a similar administrative role within the financial planning or wealth management industry.
• Relevant tertiary qualification (e.g., B.Com Finance or related) or industry-specific certifications (NQF Level 5 or higher) is highly advantageous.
• Proficiency in financial services software and CRM systems.
• Strong knowledge of financial products (Investments, Risk, and Employee Benefits) and the South African regulatory environment (FAIS, FICA, POPIA).
• Exceptional organizational skills with the ability to manage multiple deadlines with high accuracy.
• Professional communication skills, both written and verbal.

What's on Offer

• Competitive market-related salary, negotiable based on experience.
• The opportunity to work within a highly professional and collaborative team environment.
• Exposure to a diverse range of investment portfolios and financial instruments.
• A stable and structured career path within a leading financial services organization.