Remote Financial Planning Admin for Elite Clients

Kontak Recruitment; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial advisory firm is seeking a Remote Financial Planning Administrator to support a portfolio of high-net-worth clients from South Africa. This role offers flexibility in working hours and involves managing client administration and execution across regulated platforms. Ideal candidates will have strong administrative skills, an understanding of compliance processes, and a passion for client management. Training in UK financial planning will be provided. This is a permanent position with opportunities for growth within the firm.

Qualifications

• Experience in administration, operations, or paraplanning in a financial services context.
• Exposure to compliance processes and documentation accuracy.
• Ability to work remotely with a reliable internet connection.

Responsibilities

• Provide end-to-end administrative support for a financial planning practice.
• Maintain UK CRM systems and regulatory documentation.
• Prepare client instructions and manage transactions.

Skills

Administration in financial services

Compliance knowledge

Client management

Attention to detail

Education

Relevant qualification in Financial Planning

CFP designation

Tools

CRM systems

VoIP systems

Microsoft Teams

Job description

A leading financial advisory firm is seeking a Remote Financial Planning Administrator to support a portfolio of high-net-worth clients from South Africa. This role offers flexibility in working hours and involves managing client administration and execution across regulated platforms. Ideal candidates will have strong administrative skills, an understanding of compliance processes, and a passion for client management. Training in UK financial planning will be provided. This is a permanent position with opportunities for growth within the firm.