Wealth Management Admin Specialist

CA Select; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Competitive salary

Professional team environment

Exposure to diverse portfolios

Structured career path

Job summary

CA Select in Johannesburg seeks a detail-oriented Financial Advisor Administrator to provide high-level administrative support to Financial Advisors. You will handle client queries, manage portfolios, and ensure compliance with FAIS, FICA and POPIA.

The role focuses on preparing client files, updating records, and coordinating advisor calendars while maintaining excellent service levels in a fast-paced environment.

Qualifications

• 2–4 years of administrative experience in financial planning or wealth management.
• Tertiary qualification or industry-specific certifications are highly advantageous.
• Proficiency in financial services software and CRM systems.
• Knowledge of FAIS, FICA and POPIA regulatory environment.

Responsibilities

• Serve as primary contact for clients, handling queries and providing feedback on administrative processes.
• Process and monitor new business applications, redemptions and switches across platforms.
• Prepare pre-appointment files including client portfolios and valuations.
• Maintain client records on CRM for data integrity and compliance.
• Coordinate diaries, schedule client reviews, and follow up after advisor consultations.
• Liaise with product providers to resolve issues and ensure timely implementation.

Skills

Detail-oriented

Proactive

Organizational skills

Professional communication

CRM proficiency

Financial services software

Education

B.Com Finance or related

NQF Level 5 or higher

Tools

CRM systems

Job description

CA Select in Johannesburg seeks a detail-oriented Financial Advisor Administrator to provide high-level administrative support to Financial Advisors. You will handle client queries, manage portfolios, and ensure compliance with FAIS, FICA and POPIA.

The role focuses on preparing client files, updating records, and coordinating advisor calendars while maintaining excellent service levels in a fast-paced environment.