Financial Services Admin & Client Liaison Specialist

The Recruitment Council; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

The Recruitment Council in Durban is seeking a proactive Administrator to support financial planners and clients with precision and efficiency. You will process applications, manage deadlines, and coordinate with providers and attorneys as needed.

Expect to work closely with planners, maintain XPlan records, and deliver high-quality client service. Full training is provided and a collaborative team environment is emphasized.

Qualifications

• Broad knowledge of financial services and client services.
• Prior experience in a financial planning environment is preferable.
• Demonstrated understanding of the financial planning process.
• Expert knowledge of product providers’ policies and procedures.
• Thorough knowledge of administrative policies, processes, and systems, including XPlan.
• Above-average computer literacy with MS Word, Excel, and Outlook.
• Proficiency in navigating XPlan and client management systems.

Responsibilities

• Process client risk and investment applications and servicing requests.
• Adhere to product provider cut-off times and meet deadlines.
• Liaise with clients, product providers, and assurance companies via phone and email.
• Handle queries and resolve client portfolio issues and complaints.
• Prepare client meeting files and manage post-meeting file updates within 24 hours.
• Maintain client static details in XPlan and file documentation correctly.
• Assist with estate administration, including preparation of estate packs and follow-ups.
• Collaborate with Financial Planners and keep them informed of updates.
• Provide reception cover and switchboard duties when required.

Skills

Client service

Organizational skills

Time management

Attention to detail

Problem solving

Communication

Independent worker

Tools

XPlan

MS Word

MS Excel

Outlook

Job description

The Recruitment Council in Durban is seeking a proactive Administrator to support financial planners and clients with precision and efficiency. You will process applications, manage deadlines, and coordinate with providers and attorneys as needed.

Expect to work closely with planners, maintain XPlan records, and deliver high-quality client service. Full training is provided and a collaborative team environment is emphasized.