Wealth Admin & Client Services Specialist

CA Support; Bellville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Bellville is looking for a Wealth Manager Administrator to provide professional administrative support to the Wealth Manager. Responsibilities include client onboarding, maintaining client records, and ensuring compliance with industry regulations. The ideal candidate has 3–5 years in the financial planning sector and is fluent in English and Afrikaans. Reliable transport is essential for this role. Apply online for consideration.

Qualifications

• 3–5 years of experience in the investment and/or financial planning industry.
• Clear understanding of investment, risk, and retirement products.
• Fluent in both English and Afrikaans.

Responsibilities

• Provide administrative support to the Wealth Manager and Paraplanner.
• Gather and verify client and product information.
• Prepare documentation for financial strategies.
• Manage and update CRM with accurate client data.

Skills

Positive mindset

Strong accountability

Effective communication skills

Detail-oriented

Tools

CRM systems

Job description

A financial services company in Bellville is looking for a Wealth Manager Administrator to provide professional administrative support to the Wealth Manager. Responsibilities include client onboarding, maintaining client records, and ensuring compliance with industry regulations. The ideal candidate has 3–5 years in the financial planning sector and is fluent in English and Afrikaans. Reliable transport is essential for this role. Apply online for consideration.