Wealth Management Administrator

Danté Personnel Recruitment; Rosebank; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A dynamic recruitment firm is seeking a Wealth Management Administrator in Rosebank to provide comprehensive administrative support in a financial advisory setting. Candidates should have a Matric qualification, preferably an RE5 Certificate, and possess strong communication and organizational skills. This role demands at least 3-5 years of experience in a financial services environment, with a client-focused attitude and proficiency in relevant systems.

Qualifications

• Minimum 3–5 years relevant administration experience in a financial services environment.
• Proven experience in new business processing and client servicing.
• Knowledge of investment products from providers like Liberty and Discovery.

Responsibilities

• Provide administrative support for new business processing and client servicing.
• Conduct policy administration and manage investment transactions.
• Demonstrate competency in the Section 14 transfer process and retirement transfers.

Skills

Client-focused attitude

Strong administrative skills

Attention to detail

Excellent verbal and written communication

Education

Matric (Grade 12)

RE5 Certificate

NQF Level 4 or 5 in Financial Planning / Wealth Management

Tools

MS Office

CRM/policy admin systems

Job description

SA - Gauteng, Rosebank

R20 000 - R35 000 ctc per month (Market related)

We are seeking a Wealth Management Administrator to provide efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions within a financial advisory or brokerage environment.

Location: Rosebank, Johannesburg

Gauteng Minimum Requirements:

• Education & Certifications:

Matric (Grade 12) required.

RE5 Certificate preferred (or willing to obtain within 12 months).

Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management.

• Experience:

Minimum 3–5 years relevant administration experience in a financial services environment (investments & long-term insurance).

Proven experience in new business processing and client servicing.

Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.)

Strong administrative and organisational skills.

Demonstrate competency in Section 14 transfer process, provident fund transfers, retirement transfers, and general investment knowledge.

Excellent verbal and written communication skills (English).

High attention to detail and accuracy.

Ability to prioritise tasks and meet deadlines under pressure.

Proficiency in MS Office (Excel, Word, Outlook) and CRM/policy admin systems (e.g., Astute, Elite Wealth, or similar).

• Attributes:

Client-focused attitude with a strong work ethic.

Team player but able to work independently.

Confidential and professional.