• Manage the full administration of client portfolios including switches, withdrawals, contributions, pension transfers, and payments and quarterly reviews.
• Process new business and ongoing service requests across a wide range of products (Allan Gray, AIMS, Old Mutual, Credo, SwissQuote, etc.)
• Ensure timely and accurate lodgement of applications and compliance documentation.
• Maintain accurate and up-to-date records on Xplan and other provider platforms.
• Liaise with product providers, platforms, and internal teams to ensure seamless client service.

Compliance & Technical Knowledge:

• Apply working knowledge of regulations, compliance standards, and advice documentation requirements.
• Ensure all actions and documentation meet legislative and internal audit requirements.
• Understand the technical aspects of financial products and how they apply to different client strategies.

Team Leadership & Development:

• Support and mentor junior administrative staff in day-to-day tasks and long-term development.
• Delegate responsibilities appropriately, ensuring efficiency and high-quality service delivery.
• Provide training in administrative procedures, systems (e.g., Xplan, provider platforms), and compliance practices.
• Contribute to the continuous improvement of processes and operational workflows.

Skills & Experience Required:

• Minimum 4–5 years’ experience in a Wealth Management / Financial Planning Administration role.
• Proficient in Xplan and various financial provider systems.
• Strong knowledge of Local and Offshore Investments, Pensions, Endowments, RAs and Estate Planning.
• Demonstrated understanding of the regulatory environment and advice compliance frameworks.
• Excellent organisational and time management skills with a high attention to detail.
• Clear communicator with strong interpersonal skills and the ability to build rapport with internal and external stakeholders.
• Experience in (or a strong desire to grow into) a leadership or managerial role.

Desirable Qualifications:
Understand the technical aspects of financial products and how they apply to different client strategies.

• Diploma or Certificate IV in Financial Services (or working toward).
• Management or leadership training/certification (advantageous but not essential).
• Previous experience leading or mentoring a small team.