Financial Planning Administrator

Zohorecruit; Kloof; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Zohorecruit in KwaZulu-Natal attracts a detail‑driven Advisory Assistant to support client onboarding, instructions and record compliance within a structured financial planning environment in Upper Highway, KZN. The role focuses on delivering administrative and operational excellence while maintaining high standards of client service.

As the primary operational link between clients, financial advisors and product providers, you will manage documentation, client records, and servicing activities

Qualifications

• Strong computer literacy and high accuracy in data handling.
• Professional communication, problem-solving, and time-management skills.
• Experience in financial planning or related financial services is preferred.
• Experience supporting financial advisors and managing client instructions.
• Admin/financial services/business qualification preferred.

Responsibilities

• Coordinate between clients, financial advisors and service providers to support clear communication and professional service delivery.
• Support client onboarding, new business processing, and ongoing client servicing by processing instructions and documentation from start to finish.
• Maintain accurate, compliant, and audit-ready client records.
• Manage daily administrative workflows efficiently through active system usage and collaborative teamwork.
• Contribute to broader business goals by upholding company values and maintaining professionalism.

Skills

Computer literacy

Accuracy

Time management

Communication

Problem solving

Independence

Team collaboration

Integrity

Education

Administrative/financial services/business qualification

Tools

Microsoft Office

CRM

Astute

nCino

Electronic signature platforms

Job description

Kloof, Durban, South Africa

• City/Town Kloof, Durban


• Country South Africa

Job Description

Looking to advance your administration career within anestablished financial planning environment in Upper Highway, KZN?

An established financial services practice isseeking a detail-driven Advisory Assistant to deliver complete operationalsupport across client onboarding, instructions, and record compliance. In thisrole you will be responsible for delivering administrative and operationalexcellence. The role is integral to maintaining high-level client relationshipstandards, overseeing client instructions, managing documentation, and drivingservicing activities with precision .

Workingin a structured and compliance-focused setting, the position ensures accurate,efficient, and audit-ready client records while contributing to a seamlessclient experience . The successful candidatewill act as a primary operational link between clients, financial advisors, andproduct providers.

Key Responsibilities

• Serve as the main coordination point between clients, financialadvisors, and service providers to support clear communication and professionalservice delivery .


• Support client onboarding, new business processing, and ongoingclient servicing by processing instructions and documentation from start tofinish .


• Maintain accurate, compliant, and audit-ready client recordswhile strictly protecting confidentiality and adhering to internal standards .


• Manage daily administrative workflows efficiently through activesystem usage and collaborative teamwork .


• Contribute to broader business goals by demonstrating companyvalues, maintaining professionalism, and supporting team members to strengthenclient service .

Requirements

Strong computer literacy .
High level of accuracy, diligence, and organizational ability .
Professional communication, problem-solving, and time-managementskills .
Ability to work independently, collaborate effectively, andoperate under pressure to meet tight deadlines .
High level of honesty and integrity .
Previous experience in financial planning, investments,insurance, or a related financial services environment .
Previous experience supporting financial advisors and managingclient instructions .
A relevant administrative, financial services, or businessqualification is preferred
Workingknowledge in the following software systems would be advantageous : Microsoftoffice, electronic signature platforms, CMR, Astute, nCino, or similar