Launch Your Career as a Financial Planning Admin

Werfnet; Gauteng; On-site; ZAR 223,000 - 391,000; Full time

Job summary

Werfnet seeks a Financial Planning Administrator for its Melrose North office in Gauteng. You will provide essential administrative support to a team of financial advisers and the administration staff.

Key duties include onboarding new clients, processing applications, handling compliance tasks and coordinating client meetings. This role offers stability and a clear path for growth within wealth management.

Qualifications

• Excellent organisational and administrative skills.
• Attention to detail and accuracy.
• Strong written and verbal English communication.
• Professional and confident client interaction.
• Ability to manage multiple priorities.
• Proactive approach to identify and resolve issues.
• Take ownership of tasks from start to finish.
• Collaborative and team-oriented.

Responsibilities

• Manage onboarding of new clients and prepare new business applications.
• Provide administrative support across investment, retirement and risk products.
• Process retirement applications and Section 14 transfers.
• Manage policy servicing, amendments and instructions to product providers.
• Prepare client review packs and ensure supporting documentation is obtained.
• Assist with compliance, FICA and related requirements.
• Liaise with product providers and follow up on outstanding requirements.
• Handle client queries via telephone and email.
• Provide clients with statements, tax documents and general admin assistance.
• Manage the adviser’s diary and coordinate client appointments and meetings.
• Monitor outstanding tasks and ensure deadlines are met.
• Maintain accurate client records.
• Ensure all admin work is completed accurately within turnaround times.
• Provide support to other admin team members.

Skills

Organisational skills

Administrative skills

English communication

Client liaison

Multitasking

Proactive approach

Ownership of tasks

Team collaboration

Education

Relevant tertiary qualification

Job description

Werfnet seeks a Financial Planning Administrator for its Melrose North office in Gauteng. You will provide essential administrative support to a team of financial advisers and the administration staff.

Key duties include onboarding new clients, processing applications, handling compliance tasks and coordinating client meetings. This role offers stability and a clear path for growth within wealth management.