Financial Services Administrator

Talent Shore; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory company is seeking a meticulous and tech-savvy administrator to support a Financial Advisor. The role involves managing workflows, preparing comprehensive review packs, and ensuring effective communication with clients. Candidates must demonstrate strong organisational skills, technical proficiency in Microsoft Office, and the ability to handle financial data accurately. This position is ideal for individuals who thrive in a fast-paced environment while maintaining attention to detail.

Qualifications

• Naturally organised with the ability to prioritise tasks effectively.
• Proficient in Microsoft Office with a high level of computer literacy.
• Able to understand and calculate financial data accurately.
• Excellent written and verbal communication skills.
• Self-motivated with the ability to work independently.

Responsibilities

• Manage workflows and diary to keep the advisor's schedule organized.
• Take ownership of annual review preparation and data analysis.
• Handle the Letter of Authority process with assertiveness.
• Generate performance data and reports for clients.
• Act as a point of contact for client communications.
• Maintain advisor's correspondence and client records.

Skills

Organisation & Time Management

Technical Proficiency

Strong Numeracy

Communication

Personality

Tools

Microsoft Office

FE Analytics

Job description

Job Type: Full-time / Permanent

Role Overview

We are a successful financial advisory business looking for a highly efficient, technical, and exceptionally organised administrator to join our small, close-knit team. The candidate will be supporting the Financial Advisor by gathering, analysing, and preparing client data. You must be tech savvy, numerically strong, and possess the assertiveness to chase providers. Crucially, you must have the ability to manage a busy diary and overlapping workflows to ensure nothing slips through the cracks.

Key Responsibilities

• Workflow & Diary Management: managing the pipeline of upcoming annual reviews alongside the Letter of Authority (LOA) process. You will be responsible for ensuring deadlines are met, the diary is kept in order, and that conflicting timescales are managed effectively so the advisor always has the necessary files ready for meetings.
• Annual Review Preparation: taking full ownership of the pre meeting process. This includes gathering up to date policy information, analysing performance, and producing comprehensive review packs for the advisor to present to the client.
• Provider Management: handling the Letter of Authority process from start to finish. This requires a tenacious and assertive approach to chasing providers to ensure we have all necessary information on time.
• Data Analysis & Reporting: using provider platforms and FE Analytics to generate graphs, performance data, and financial calculations. You must be able to interpret this data to ensure accuracy in reports.
• Client Support: acting as a point of contact for clients via email and phone. You will ensure clients are kept up to date on the progress of their reviews or transfers, dealing with queries in a professional, friendly, and efficient manner.
• General Administration: managing the advisor's correspondence, maintaining client records, and ensuring all files are compliant and up to date.

Requirements

Required Skills and Experience

• Organisation & Time Management: you must be naturally organised with the ability to prioritise tasks. The role involves managing processes that often overlap (such as chasing LOAs while preparing different reviews), so the ability to stick to deadlines and track progress is essential.
• Technical Proficiency: high level of computer literacy is essential. You must be proficient in Microsoft Office (Excel, Word, Outlook) and comfortable learning and using industry specific software (such as FE Analytics and provider platforms).
• Strong Numeracy: ability to understand and calculate financial data, percentages, and growth figures to produce accurate reports.
• Communication: excellent written English is required for report writing and email correspondence. Verbal communication must be clear and professional.
• Personality: you must be self motivated and able to work independently within a small team. We need someone who is polite but firm when dealing with slow providers, yet warm and approachable with clients.