Financial Services Administrator

RecruitMyMom; Cape Town; Hybrid; ZAR 312,000 - 469,000; Full time

Benefits offered by this job

Flexible working hours

Hybrid work model

Boutique wealth advisory culture

Job summary

RecruitMyMom in Cape Town seeks a detail-oriented client servicing and compliance administrator for a 6-month fixed-term, hybrid role supporting a boutique wealth advisory practice. You will drive licensing migration, manage end-to-end client servicing across investment platforms, and ensure regulatory documentation remains audit-ready.

This full-time position requires 2–3 days in the Cape Town office and flexible hours focused on accuracy and timely delivery, with responsibilities spanning

Qualifications

• Meaningful client servicing or compliance administration experience within financial services.
• FICA, FAIS, and POPIA compliance requirements for client documentation.
• Experience with South African investment platforms (LISPs) and transfer processes.
• Experience handling client mandates, onboarding documentation, and client agreements.

Responsibilities

• Prepare, issue, and track client mandates through to signature.
• Refresh FICA documentation and due diligence processes.
• Lodge and track transfer/adviser-change instructions with LISPs and product providers.
• Communicate regulatory changes to clients and follow up on documentation.
• Maintain real-time migration progress tracking and identify delays.
• Maintain compliance files meeting FICA/FAIS/POPIA requirements.
• Execute daily client servicing instructions across platforms.
• Support advisers with administrative execution of client decisions.
• Update client records in the CRM system.

Skills

Client servicing

Compliance administration

FICA

POPIA

FAIS

LISPs

Investment platforms

Regulatory documentation

Tools

CRM system

Investment platforms

Job description

Kenilworth, Cape Town, South Africa | Posted on 16/10/2026

• Location Type Hybrid (Part office, Part remote)
• Job Type Fixed Term
• Remuneration Term Per Month
• Date Opened 16/10/2026
• State/Province Western Cape
• City/Town Kenilworth, Cape Town
• Country South Africa

Job Description

Facilitating seamless service delivery, this hybrid, flexible position plays a critical role within a boutique wealth advisory practice based in Cape Town. This is a 6-month fixed-term contract, driving the execution of a key licensing migration while maintaining high-quality day-to-day client administration and compliance functions.

The role involves managing end-to-end client servicing across investment platforms, updating regulatory documentation, and ensuring all client records remain audit-ready. Working 2 to 3 days per week from the Cape Town office with the remainder from home, this full-time position offers flexible working hours focused on clear ownership and high-quality outputs.

Key Responsibilities

Prepare, issue, and track new client mandates and agreements, following each document through to signature.

Refresh FICA documentation and client due diligence processes to ensure records are current.

Lodge and track transfer and adviser-change instructions with investment platforms, LISPs, and product providers to successful completion.

Communicate regulatory and administrative changes to clients in plain language, persistently following up on outstanding documentation.

Maintain real-time tracking of client migration progress and proactively identify potential delays.

Maintain comprehensive compliance files that meet FICA, FAIS, and POPIA regulatory requirements.

Execute daily client servicing instructions across investment platforms and product providers accurately and within set turnaround times.

Manage relationships with platforms and product providers, acting as a key operational contact point.

Support wealth advisers with the administrative execution of client decisions.

Organise and update client records and interactions within the internal CRM system.

Requirements

Meaningful client servicing or compliance administration experience within financial services, ideally in an independent advisory or wealth management environment .

Practical knowledge of FICA, FAIS, and POPIA compliance requirements applicable to client documentation .

Practical experience working with South African investment platforms (LISPs), product providers, and their transfer or adviser-change processes .

Demonstrated experience handling client mandates, onboarding documentation, and client agreements .

Strong written communication and organisational skills with attention to detail .

Ability to work in Cape Town on a full-time, hybrid basis (2 to 3 days in-office per week) .

Prior exposure to a practice licence change, adviser move, or client book transfer .

Required Software Skills

Benefits and Culture

Flexible working hours structured around performance and output .

Hybrid working model balancing in-office collaboration and home working (2 to 3 days per week in the Cape Town office, remainder remote).

Professional, human-centric, and collaborative boutique wealth advisory culture .