Financial Planning Administrator

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

Remote Financial Planning Administrator (JB5806)

Location: Remote (South Africa)

Salary: R26,000 - 32,000 per month, negotiable

Working Hours: Aligned to the UK with some flexibility

Working Arrangement: Fully Remote

Employment Type: Permanent via an Employer of Record

About the Client

Our client is an independent cross-border Financial Adviser authorised in the UK, South Africa, and the US, building a distributed, remote-first advisory business. This is the first hire into the business, a high-trust, high-responsibility role.

About the Role

The successful candidate will work closely with the Founder to support a small portfolio of high-net-worth clients, managing administration, systems, and client execution across UK-regulated platforms. The role is ideal for someone who values flexibility, ownership, and long-term growth over rigid hours or a traditional office environment.

This is not a call-centre or volume-processing role. Accuracy, discretion, and judgement are critical.

Minimum Requirements

Experience

• Administration, operations, paraplanning, or similar within a financial services environment.
• Exposure to regulated environments, compliance processes, and detailed documentation.
• UK financial planning experience is advantageous but not essential; full training will be provided.

Qualifications (Advantageous, not mandatory)

• CFP designation or currently studying toward CFP.
• Relevant qualification in Financial Planning, Finance, Accounting, or related field.

Technical & Infrastructure Requirements

• Reliable, high-speed internet connection suitable for multiple systems and VoIP calls.
• Secure, private home working environment (not shared or public internet).
• Ability to run multiple applications simultaneously.
• Willingness to comply with strict data security and confidentiality protocols.

Key Responsibilities

Core Administration & Operations

• End-to-end administrative support for a UK-focused financial planning practice.
• Maintenance of UK CRM systems, including accurate record‑keeping and regulatory documentation.
• Preparation, processing, and follow‑up of client instructions and financial transactions.
• Liaison with UK providers, custodians, and third parties via phone and email.
• Management of client onboarding, documentation, and ongoing service requirements.

Client & Platform Support

• Access and administration of custodial and investment platforms (with trading permissions over time).
• Execution of fund switches, contributions, withdrawals, and portfolio‑related instructions.
• Handling sensitive, confidential financial and personal client data with discretion and care.
• Acting as a professional point of contact for high‑net‑worth clients when required.

Business Support & Growth

• Working in close partnership with the Founder to proactively resolve issues, not merely process tasks.
• Identifying process improvements and contributing to more efficient systems as the business grows.
• Potential to develop into a Paraplanner / Technical Support role over time, depending on experience and aptitude.
• Supporting the future onboarding and training of junior administrative staff as the business scales.

Working Style & Flexibility

• Fully remote role, based in South Africa.
• Flexible working hours, with deliverables measured on outcomes, not logged time.
• Daily check‑in via Teams to align priorities and progress.
• Some availability during UK working hours is required for calls and provider interaction.
• Flexibility to work non‑traditional hours where needed, balanced with personal commitments.

Application Notes

Please do not apply using scanned CVs; no supporting documentation is required at this point. This will be requested later.

Equal Opportunity

All backgrounds are welcome, with no bias. All are considered based on requirements.

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