Centurion: Wealth Manager Administrator posted by Network Finance

The successful candidate will provide comprehensive back-office and operational support to Wealth Managers, ensuring all new business, servicing, and client records are managed accurately, timeously, and in full compliance with regulatory requirements. This role plays a critical part in maintaining operational excellence and delivering a seamless client experience.

KEY RESPONSIBILITIES
Wealth Administration & Client Support
– Provide full administrative support to Wealth Managers and their investment books
– Prepare documentation and support packs for client meetings and portfolio reviews
– Process new business, switches, top-ups, and amendments accurately and timeously
– Liaise with investment platforms and service providers to ensure efficient account onboarding

Compliance & Regulatory Oversight
– Apply and monitor FICA requirements in line with FSCA standards
– Ensure adherence to FAIS and internal compliance frameworks
– Maintain accurate and up-to-date client records and documentation
– Identify discrepancies, follow up on outstanding information, and escalate where required

Operational & Relationship Management
– Manage calendars, coordinate meetings, and respond to client and internal queries
– Maintain strong working relationships with Wealth Managers, clients, and service providers
– Ensure confidentiality and high service standards at all times
– Support ad-hoc administrative and departmental requirements

REQUIREMENTS
Qualifications
– Matric (essential)
– BCom in Finance, Investments, Financial Planning or related field

Experience
– Minimum 5 years’ experience within Wealth Management or Investment Administration
– Proven experience supporting Wealth or Portfolio Managers
– Strong exposure to investment platforms, life and investment products

Technical Competencies
– Sound understanding of FAIS, FICA, and FSCA regulatory requirements
– Strong operational control and compliance awareness
– Advanced Microsoft Excel (essential)
– Proficient in Word, PowerPoint, and Outlook

Behavioural Profile
– Exceptional attention to detail and high levels of accuracy
– Strong organisational and time-management skills
– Proactive, solution-oriented mindset
– Professional communication skills with the ability to work independently and collaboratively
– High integrity and strong ethical standards

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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.
 
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For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant