Wealth Management Advisory Assistant

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

Job summary

RecruitMyMom is seeking an experienced administrative professional in the Somerset West area to support wealth management advisers. The role involves end-to-end client service, document processing, and liaison with product providers while ensuring FAIS compliance.

Responsibilities include preparing meeting packs, processing submissions, maintaining files, and coordinating diary management. Candidates should have Grade 12, 2–4 years in financial services admin, RE5 or willingness, and fluency in

Qualifications

• Grade 12/Matric is mandatory.
• 2–4 years of administrative experience in a financial advisory or insurance practice environment.
• RE5 qualification or willingness to obtain the certification.

Responsibilities

• Prepare comprehensive client meeting packs with agendas, valuations, review documents and follow-up notes.
• Process new business submissions, switches, withdrawals and provider instructions to final completion.
• Maintain complete client files and FAIS-compliant documentation.

Skills

MS Office

Attention to detail

Bilingual English/Afrikaans

Education

Grade 12 / Matric

RE5 qualification

Tools

MS Office

Job description

Somerset West, South Africa | Posted on 11/11/2026

Delivering operational continuity and high-touch support in a wealth management advisory environment, this role underpins the end-to-end client service journey. The position coordinates administrative processes across investment, retirement, estate, and risk planning portfolios, ensuring seamless execution from initial advice preparation through to trade and instruction finalisation.

By actively managing compliance adherence, documentation workflows, and day-to-day diary logistics, the role enables advisers to focus on strategic client relationship management and portfolio advisory.

Key Responsibilities

Prepare comprehensive client meeting packs, including agendas, investment valuations, portfolio review documents, and post-meeting follow-up notes.

Process new business submissions, switches, withdrawals, and related provider instructions, tracking transactions through to final completion.

Maintain complete client files, FICA verification documentation, and statutory records in strict alignment with FAIS compliance requirements.

Manage adviser diaries, coordinate appointment scheduling, and resolve client enquiries via telephone and email correspondence.

Liaise directly with investment product providers, long-term insurers, and internal operational teams to facilitate instruction execution and query resolution.

Deliver general office administrative support and collaborative operational assistance to the broader team.

Minimum of a Grade 12 / Matric certificate.

2 - 4 years of administrative experience,within a financial advisory or insurance practice environment.

Regulatory Examination 5 (RE5) qualification, or full willingness to obtain the certification.

Full professional fluency in both English and Afrikaans (verbal and written).

Strong attention to detail and sound working knowledge of Microsoft Office.

Professional telephone and interpersonal manner with the discretion required to manage confidential client information.

Valid driver's licence, reliable own transport, and residence located in or near the Helderberg region.