Financial Planning Administrator (Contract)

Fouche & Co Recruitment; Pietermaritzburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider seeks an Administrator for a 9-month fixed-term contract in Pietermaritzburg. The role involves providing essential support in client operations, documentation, compliance, and general office administration, requiring strong organizational skills and attention to detail.

Qualifications

• 1–2 years of administrative experience in a financial or professional services environment.
• Understanding of FICA and FAIS processes preferred.

Responsibilities

• Process client documentation and ensure compliance with onboarding procedures.
• Liaise with product providers and internal teams for application submissions.
• Manage incoming queries and provide timely administrative responses.

Skills

Organizational skills

Attention to detail

Service orientation

Professional communication

Proactive

Tools

Microsoft Office

CRM systems

Xplan

Job description

Hilton - A national, leading financial services provider, providing financial advice in wealth managements seeks an administrator to join their team. Provide essential administrative support to a high-performing financial advisory practice. This fixed-term role offers hands-on involvement in client operations and compliance administration. This is a 9 month Fixed Term Contract

POSITION INFO :

Our client is a well-regarded player in the financial services industry, offering advisory and investment planning solutions. The business supports a network of financial professionals through structured operational and administrative frameworks.

This 9-month contract role is responsible for supporting the day-to-day administrative and client servicing functions. The Administrator will assist in documentation, onboarding, compliance tracking, and maintaining accurate client records using internal systems.

Key Responsibilities :

• Process client documentation and ensure compliance with onboarding procedures.
• Capture, update, and maintain client data using CRM systems.
• Liaise with product providers and internal teams for application submissions and follow-ups.
• Assist with FICA and AML checks and maintain compliance documentation.
• Manage incoming queries and provide timely administrative responses.
• Prepare supporting materials for client meetings and financial reviews.
• Upload documentation into internal systems and ensure accurate filing.
• Support internal reporting and practice tracking where required.
• Coordinate diaries, follow up on tasks, and ensure deadlines are met.
• Contribute to general office administration and team support.

Key Attributes :

• Highly organized with strong attention to detail.
• Service-oriented and professional communication skills.
• Proactive and able to work independently.
• Discreet with handling of confidential information.
• Resilient and reliable under pressure.

Requirements :

• 1–2 years of administrative experience in a financial or professional services environment.
• Proficient in Microsoft Office and CRM systems (Xplan knowledge beneficial).
• Understanding of FICA and FAIS processes preferred.

Remuneration :

R8 000 - R10 000pm Cost to Company

• Only shortlisted candidates will be contacted

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