Financial Planning Administrator

Square 1 Recruitment

Sandton

On-site

ZAR 250,000 - 350,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Square 1 Recruitment is on the lookout for a skilled financial planning administrator in Rivonia, South Africa. The ideal candidate will have at least 3 years of experience in investment, risk, medical aid, and retirement annuity administration. Passion for financial services and the ability to learn and grow are essential. This is an on-site position, and candidates should have their own vehicle and a valid driver’s license. If you meet these criteria and are keen to advance in the financial sector, we encourage you to apply.

Qualifications

  • 3 years of experience in financial planning administration.
  • Experience in investments, risk, medical aid, and retirement annuity administration is advantageous.
  • Aptitude to learn and grow in the financial services field.

Responsibilities

  • Administer investments, risk, medical aid, and retirement annuities.
  • Support financial services operations while showcasing a passion for the industry.

Skills

Investment administration
Risk administration
Medical aid administration
Retirement annuity administration
Passion for financial services

Job description

Rivonia, South Africa | Posted on 11/05/2026

A successful investment management business is looking for a financial planning administrator with 3 years experience to join their team. They are looking for someone who has done investments, risk, medical aid and retirement annuity administration. If you have done one or two of the above, you may be considered. The successful person will be passionate about financial services and show an aptitude to learn and grow. The role will be based on site in Rivonia and own vehicle and driver’s licence is required. If you are interested in learning and growing in the financial services space and have the required experience, you may apply.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

On-Site Financial Planning Admin | Investment & Retirement
On-Site Financial Planning Admin | Investment & Retirement

Square 1 Recruitment • Sandton

On-site
ZAR 250,000 - 350,000
Senior Investment Administrator
Senior Investment Administrator

People Dimension • Pretoria

On-site
Investment & Financial Planning Assistant
Investment & Financial Planning Assistant

People Dimension • Randburg

On-site
ZAR 250,000 - 350,000
Launch Your Career as a Financial Planning Admin
Launch Your Career as a Financial Planning Admin

Werfnet • Gauteng

On-site
ZAR 223,000 - 391,000
Senior Financial Services Administrator
Senior Financial Services Administrator

ACG Growth Partners™ • Johannesburg

On-site
ZAR 201,000 - 279,000
Financial Planner
Financial Planner

Placements24 • Soweto

On-site
ZAR 420,000 - 660,000
Financial Planner
Financial Planner

Placements24 • Bloemfontein

Hybrid
ZAR 420,000 - 660,000
Health insurance
Retirement plan with employer match
Professional development support
+1
Remote Financial Advisor — Investments & Planning
Remote Financial Advisor — Investments & Planning

3RC (Pty) Ltd • Johannesburg

Hybrid
ZAR 300,000 - 600,000
Wealth Management Administrator
Wealth Management Administrator

University of Fort Hare • Somerset West

On-site
Regional Manager: Financial Planning Services (Insurance)
Regional Manager: Financial Planning Services (Insurance)

AtripleA • South Africa

On-site