Wealth Management Support Specialist

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

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