Hybrid Wealth Admin & Compliance Specialist

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

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