Wealth Management Client Services Administrator

ACG Growth Partners™; Sandton; On-site; ZAR 279,000 - 335,000; Full time

Job summary

Independent Wealth Management Practice in Woodmead, Gauteng, seeks a Client Services Administrator to support advisers and clients with administrative tasks, onboarding, and servicing requests. The role covers new business processing, investment platform administration, FICA compliance and ongoing client servicing within a small team.

Office-based permanent position; salary R25,000–R30,000 per month, dependent on experience.

Qualifications

• Minimum 3–5 years’ experience in financial‑planning, investment or wealth‑management administration.
• Previous experience supporting financial advisers within an independent financial‑planning practice.
• Strong practical understanding of investment‑product administration.
• Experience processing new business and client‑servicing instructions.
• Familiarity with FICA and client onboarding requirements.
• Strong MS Office skills, particularly Outlook, Word and Excel.
• Experience using financial‑services provider portals.

Responsibilities

• Client services and adviser support — main contact for clients on admin matters and update progress.
• New business administration — prepare and process applications, obtain info, submit to providers.
• Investment platform administration — process apps, transfers, retirement funds and related tasks.
• Client onboarding and FICA administration — verify IDs, KYC and records.
• Ongoing client servicing — manage statements, tax docs and account transfers.
• Annual reviews and meeting preparation — compile packs and required disclosures.
• Product-provider liaison — follow up on applications and service issues.
• Record keeping and compliance — FAIS, FICA, POPIA, audit-ready files.

Skills

Attention to detail

Microsoft Office

Communication

Time management

Confidentiality

Education

Wealth management/admin qualification

RE5 advantageous

Tools

Provider portals

Practice-management systems

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Independent Wealth Management Practice in Woodmead, Gauteng, seeks a Client Services Administrator to support advisers and clients with administrative tasks, onboarding, and servicing requests. The role covers new business processing, investment platform administration, FICA compliance and ongoing client servicing within a small team.

Office-based permanent position; salary R25,000–R30,000 per month, dependent on experience.