Financial Planner Administrator

Curiska (Pty) Ltd; Johannesburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

An ambitious and forward-thinking company is seeking a Financial Services Administrator to support their dynamic financial services team. This role offers a fantastic opportunity for a graduate professional eager to develop their career in financial planning or client services. You will manage client communications, oversee financial documentation, and assist with compliance tasks. The ideal candidate will possess a strong knowledge of investment products and financial markets, along with excellent communication skills. If you're ready to take the next step in your career and make a meaningful impact, this position is perfect for you.

Qualifications

• Minimum 1 year experience in a financial services environment.
• Strong knowledge of FAIS and FICA regulations.

Responsibilities

• Manage client queries and request documents efficiently.
• Compile investment proposals and track financial instructions.
• Ensure compliance with legal and estate planning documents.

Skills

Investment Products Knowledge

Financial Markets Knowledge

Communication Skills

Client Management

Education

Degree in Investment Management

Degree in Financial Planning

Degree in Accounting

CFP Certification

Job description

Job Title : Financial Services Administrator / Assistant

Job Location : Fourways

Job Purpose :

The Financial Services Administrator will support the financial services team by managing administrative tasks, client communications, and financial documentation. This role is ideal for an ambitious graduate professional eager to grow within the financial planning or client services field.

Key Responsibilities :

1. Follow up on instructions with stakeholders, manage client queries, and request documents.
2. Prepare and post quarterly reports, complete forms, and handle client documentation.
3. Compile investment proposals, track new business, withdrawals, and other financial instructions.
4. Schedule meetings, manage the advisor’s diary, and monitor meeting action items.
5. Ensure compliance with legal and estate planning documents, and update FICA and FAIS records.
6. Assist with general office management and attend client presentations and events.

Requirements :

1. Strong knowledge of investment products and financial markets.
2. Preference for qualifications in investment management, financial planning, accounting, tax, or CFP.
3. Minimum 1 year experience in a financial services environment.
4. Knowledge of FAIS and FICA regulations.
5. Strong verbal and written communication skills.
6. Driver’s license and own vehicle.

Please send your CV to [e-mail] if you are interested.