Johannesburg North: Wealth Manager Administrator posted by Network Finance

As a Wealth Manager Administrator, you will play a key supporting role in ensuring the smooth running of client portfolios and daily operations. You’ll assist with onboarding new clients, preparing investment and financial reports, maintaining compliance documentation, and ensuring clients receive exceptional service throughout their financial journey.
Key Responsibilities:

• Support Wealth Managers with client administration and portfolio management.
• Prepare investment proposals, statements, and financial planning documentation.
• Capture and maintain client information accurately on CRM and investment platforms.
• Liaise with clients, product providers, and service teams to follow up on instructions and documentation.
• Assist with compliance checks and ensure all client files meet regulatory standards.
• Coordinate review meetings, prepare reports, and manage diary scheduling.
• Maintain investment records and assist with reconciliations where required.

Requirements:

• A BCom Degree in Finance, Financial Planning, or a related field.
• Progress toward or completion of a Postgraduate Diploma in Financial Planning (advantageous).
• 1–3 years of experience in a financial planning or wealth management environment.
• Strong administrative and organisational skills with keen attention to detail.
• Excellent communication and client relationship skills.
• Proficiency in MS Office (Excel, Word, Outlook); experience with CRM or investment platforms beneficial.
• Ability to work accurately under pressure and manage multiple priorities.

Why Join?
This role offers exposure to the full wealth management process, mentorship from seasoned advisors, and a chance to grow your career within a professional and client-focused environment. If you’re motivated, proactive, and looking to build a long-term career in financial planning, this is a fantastic opportunity to get hands-on experience and make an impact.

For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:
www.********.co.za
 
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
 
We also invite you to contact us to discuss your next career move in finance!
 
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant