Wealth Management Advisory Assistant

RecruitMyMom; Durban; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Group risk

Medical aid

Provident fund

Gap

Job summary

RecruitMyMom in Durban, South Africa, is seeking an Advisory Assistant to work with an Advisory Partner. You will manage end-to-end client administration, execute complex instructions, and support high-net-worth private clients with precision.

The role requires meticulous administrative skills, proficiency in MS Office and CRM systems, and the ability to perform CGT calculations and fund allocations. You will help with onboarding, filing, and compliance documentation.

Qualifications

• Experience in administrative or support capacity within financial planning, wealth management, or LISP environment.
• Proficient with MS Office, SharePoint, and CRM software.
• Comfortable performing basic financial calculations (CGT, fund allocations) with accuracy.

Responsibilities

• Act as a warm, responsive liaison for clients, handling queries and onboarding documentation.
• Prepare documentation packs for adviser meetings and manage onboarding.
• Load client profiles onto the CRM and maintain the annual client review schedule.
• Submit and track financial instructions including top-ups, withdrawals, and transfers.
• Perform fund allocation and CGT calculations, generate fee reports, and analyze client performance.

Skills

Administrative support

Client communication

Attention to detail

Financial calculations

Education

Experience in financial planning/wealth admin

Tools

MS Office (Outlook, Excel, Teams)

SharePoint

Financial CRM software

Job description

Durban, South Africa | Posted on 09/09/2026

Our clientis a highly respected, premier wealth management firm dedicated to deliveringbespoke financial planning, investment strategies, and high-touch privateclient services. Driven by core values of Integrity, Respect, Ownership, andExcellence, they foster a collaborative and professional culture focused onlong-term client retention and acquisition.

They areseeking a highly detailed, analytical, and personable Advisory Assistant to work directly alongside an Advisory Partner. In this pivotal support role,you will manage end-to-end client administration, execute complex investmentinstructions, assist with financial calculations, and ensure a seamless,high-care experience for private clients.

Key Responsibilities

• Client Communication& Service Excellence: Act as a warm, responsive liaison forclients—handling queries, requesting onboarding documentation (FICA/KYC),arranging meeting schedules, and assisting with client events.
  
• ComprehensiveAdministrative Management: Prepare documentation packs for advisormeetings, process new business onboarding, load client profiles onto theCRM, and manage the annual client review schedule.
  
• Transaction Execution& Workflow Tracking: Submit, monitor, and track essentialfinancial instructions—including ad-hoc top-ups, withdrawals, portfolioswitches, maturities, income changes, and Section 14/50 transfers.
  
• Technical &Financial Calculations: Perform fund allocation calculations,CGT (Capital Gains Tax) calculations for switches/withdrawals, generatefee reports, and produce client performance analysis summaries.
  
• Practice &Compliance Management: Maintain compliance records (FICA, FAIS,regular screening), manage depleted holdings, ensure signed clientmandates are up to date, and maintain accurate filing for client documentsand Wills.
  
• Office & Team Collaboration: Assist with reception coverage on a rotational basis and mentor fellow administrative team members to support a thriving office culture
  

Requirements

• Proven track record inan administrative or support capacity within a financial planning, wealthmanagement, or LISP environment.
  
• Strong proficiency withMS Office (Outlook, Excel, Teams), SharePoint, and financial CRM software.
  
• Comfortable performingbasic financial calculations (CGT, fund allocations, performancereporting) with exceptional accuracy.
  
• Meticulous attention todetail, strong problem-solving ability, excellent time management, and theemotional intelligence to communicate professionally with high-net-worthclients.
  
• High degree of honesty,discretion, and integrity
  

Included as part of the CTC: Grouprisk, medical aid, provident fund, gap