Financial Planning Administrator

RecruitMyMom; KwaZulu-Natal; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Medical aid

gap cover

provident fund

Job summary

RecruitMyMom in Upper Highway, KZN, seeks an Advisory Assistant to deliver operational support across client onboarding, instructions, and record compliance. You will maintain audit-ready client records and act as the main link between clients, financial advisors, and product providers.

This role requires accuracy, confidentiality, and the ability to manage documentation and servicing activities with precision within a structured, compliant environment.

Qualifications

• Experience in financial planning, investments, insurance, or related financial services.
• Experience supporting financial advisors and handling client instructions.
• Proficiency with Microsoft Office and CRM systems.
• Ability to work independently and under pressure.

Responsibilities

• Coordinate between clients, financial advisors, and service providers.
• Support onboarding, new business processing, and ongoing servicing.
• Maintain audit-ready client records with confidentiality.
• Manage daily admin workflows and teamwork.
• Uphold company values and professional client service.

Skills

Professional communication

Problem-solving

Time management

Education

Relevant administrative/financial services/business qualification

Tools

Microsoft Office

CRM

Astute

nCino

Job description

Looking to advance your administration career within an established financial planning environment in Upper Highway, KZN? An established financial services practice is seeking a detail-driven Advisory Assistant to deliver complete operational support across client onboarding, instructions, and record compliance. In this role you will be responsible for delivering administrative and operational excellence. The role is integral to maintaining high-level client relationship standards, overseeing client instructions, managing documentation, and driving servicing activities with precision. Working in a structured and compliance-focused setting, the position ensures accurate, efficient, and audit-ready client records while contributing to a seamless client experience. The successful candidate will act as a primary operational link between clients, financial advisors, and product providers.

Key Responsibilities

• Serve as the main coordination point 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 while strictly protecting confidentiality and adhering to internal standards.
• Manage daily administrative workflows efficiently through active system usage and collaborative teamwork.
• Contribute to broader business goals by demonstrating company values, maintaining professionalism, and supporting team members to strengthen client service.

Requirements

• Previous experience in financial planning, investments, insurance, or a related financial services environment.
• Previous experience supporting financial advisors and managing client instructions.
• A relevant administrative, financial services, or business qualification is preferred Working knowledge of Microsoft office is essential with following software systems being advantageous: CRM, Astute, nCino Professional communication, problem-solving, and time-management skills.
• Ability to work independently, collaborate effectively, and operate under pressure to meet tight deadlines.
• High level of honesty and integrity.

Benefits

• Medical aid
• gap cover
• provident fund