puestos de Acting en Francia

Location: Remote (South Africa)

Salary: R26,000 - 32,000 per month, negotiable

Working Hours: Aligned to the UK with some flexibility

Working Arrangement: Fully Remote

Employment Type: Permanent via an Employer of Record

Our client is an independent cross-border Financial Adviser authorised in the UK, South Africa, and the US, building a distributed, remote-first advisory business. This is the first hire into the business, a high-trust, high-responsibility role.

The successful candidate will work closely with the Founder to support a small portfolio of high-net-worth clients, managing administration, systems, and client execution across UK-regulated platforms. The role is ideal for someone who values flexibility, ownership, and long-term growth over rigid hours or a traditional office environment.

This is not a call-centre or volume-processing role. Accuracy, discretion, and judgement are critical.

Experience

• Administration, operations, paraplanning, or similar within a financial services environment.
• Exposure to regulated environments, compliance processes, and detailed documentation.
• UK financial planning experience is advantageous but not essential; full training will be provided.

Qualifications (Advantageous, not mandatory)

• CFP designation or currently studying toward CFP.
• Relevant qualification in Financial Planning, Finance, Accounting, or related field.

• Reliable, high-speed internet connection suitable for multiple systems and VoIP calls.
• Secure, private home working environment (not shared or public internet).
• Ability to run multiple applications simultaneously.
• Willingness to comply with strict data security and confidentiality protocols.

Core Administration & Operations

• End-to-end administrative support for a UK-focused financial planning practice.
• Maintenance of UK CRM systems, including accurate record‑keeping and regulatory documentation.
• Preparation, processing, and follow‑up of client instructions and financial transactions.
• Liaison with UK providers, custodians, and third parties via phone and email.
• Management of client onboarding, documentation, and ongoing service requirements.

Client & Platform Support

• Access and administration of custodial and investment platforms (with trading permissions over time).
• Execution of fund switches, contributions, withdrawals, and portfolio‑related instructions.
• Handling sensitive, confidential financial and personal client data with discretion and care.
• Acting as a professional point of contact for high‑net‑worth clients when required.

Business Support & Growth

• Working in close partnership with the Founder to proactively resolve issues, not merely process tasks.
• Identifying process improvements and contributing to more efficient systems as the business grows.
• Potential to develop into a Paraplanner / Technical Support role over time, depending on experience and aptitude.
• Supporting the future onboarding and training of junior administrative staff as the business scales.

• Fully remote role, based in South Africa.
• Flexible working hours, with deliverables measured on outcomes, not logged time.
• Daily check‑in via Teams to align priorities and progress.
• Some availability during UK working hours is required for calls and provider interaction.
• Flexibility to work non‑traditional hours where needed, balanced with personal commitments.

Please do not apply using scanned CVs; no supporting documentation is required at this point. This will be requested later.

All backgrounds are welcome, with no bias. All are considered based on requirements.

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Candidates selected by the client are verified. False info may disqualify or end employment.