Job Description
About the Role
We are seeking a highly experienced Wealth Management Administrator to join our team in North Johannesburg. The ideal candidate will have a strong background in administration, excellent communication skills, and knowledge of the financial services industry.
Key Responsibilities
- Process and submit new long-term insurance and investment applications timeously and accurately
- Liaise with product providers (insurers & investment houses) to track applications through to issue stage
- Follow up on outstanding requirements with clients and service providers
- Prepare and issue policy schedules and confirmation documents
- Handle client queries regarding existing policies and investments
- Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations
- Prepare annual portfolio reviews and statements when required
Requirements
- Matric (Grade 12) required
- RE5 Certificate preferred (or willing to obtain within 12 months)
- NQF Level 4 or 5 in Financial Planning / Wealth Management
- Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance)
Qualifications
- Formal education/certifications not specified
Salary & Benefits
- Salary details not provided
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Johannesburg
When it comes to the accounting and finance sector in Johannesburg, South Africa, typically, this field is considered a stable and secure area for job seekers. The demand for skilled professionals in this space remains strong due to the country’s growing economy and increasing complexity of financial regulations. As a result, common job opportunities can be found across various industries.
In terms of salary expectations, it is generally true that accounting and finance professionals in Johannesburg can expect broad ranges that vary depending on factors such as experience, company size, industry sector, and specific role within the organisation. For example, entry-level positions may start at around R200 000 to R300 000 per annum, while senior roles can range from R500 000 to over R1 million per year, depending on individual qualifications, performance, and industry norms.
To succeed in this field, common skills are typically required, including strong technical knowledge of accounting principles, financial analysis, and problem-solving abilities. Soft skills such as communication, teamwork, and time management are also essential for professionals working in this space. Other valuable skills include proficiency in accounting software, data analysis, and business acumen. It’s worth noting that experience, particularly with reputable firms or industries like the technology sector, can significantly impact salary expectations.
The finance and accounting industry is diverse, with various sectors employing these roles, such as financial services, technology, manufacturing, and more. Financial services sector often employs accountants to assist with compliance and risk management, while the technology industry may require professionals to work on financial planning, budgeting, and forecasting.
For career development, it’s common for accounting and finance professionals to start in entry-level positions before moving into specialist roles or leadership positions within their organisation. Opportunities for advancement can also be found through professional certifications such as CA (South Africa) or CIMA (Chartered Institute of Management Accountants), which demonstrate expertise and commitment to the field. Additionally, many firms offer training and development programs that support career progression and specialisation in specific areas, such as audit, taxation, or financial planning.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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