Wealth Advisor Support Specialist

The Recruitment Council; Pretoria; On-site; ZAR 223,200 - 334,800; Full time

Job summary

The Recruitment Council is seeking a motivated Wealth Advisor Administrator to join their dynamic Financial Advisory team in Pretoria, Gauteng. This graduate-level position is designed for someone looking to kick-start a career in wealth management, providing crucial administrative support alongside Wealth Advisors.

Responsibilities include client relationship management, data processing, and general office administration. The ideal candidate should possess a relevant tertiary qualification and strong client relationship skills to thrive in a high-pressure environment.

Qualifications

• 1–2 years of experience in client relationship management.
• Strong numeric competency and communication skills.
• High levels of accountability and adaptability.

Responsibilities

• Support Wealth Advisors in retaining client relationships.
• Update and manage client information through internal systems.
• Process ongoing servicing requests and new business applications.
• Prepare meeting packs for client reviews and sales.
• Assist with general office functions and administrative tasks.

Skills

Client relationship management

Attention to detail

Office software (MS Word, Excel, PowerPoint)

Education

Relevant tertiary qualification in Finance or Investment Management

Job description

The Recruitment Council is seeking a motivated Wealth Advisor Administrator to join their dynamic Financial Advisory team in Pretoria, Gauteng. This graduate-level position is designed for someone looking to kick-start a career in wealth management, providing crucial administrative support alongside Wealth Advisors.

Responsibilities include client relationship management, data processing, and general office administration. The ideal candidate should possess a relevant tertiary qualification and strong client relationship skills to thrive in a high-pressure environment.