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Bloemfontein: Snr Wealth Administrator

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Job Description

About the Role

The Senior Wealth Administrator will be responsible for providing exceptional administration support to clients, ensuring seamless investment processing and management of client affairs. This role requires a proactive approach to maintaining high compliance levels, conducting regular reviews, and providing excellent customer service.

Key Responsibilities

  • Pro-active administration of client accounts
  • Fast efficient processing of new investments and business
  • Direct relationship with clients in managing their investment affairs optimally
  • Reporting and servicing of clients
  • Management and support of Junior staff members
  • Ensuring applicable advisors maintain high compliance levels and report where standards are not met
  • Conducting client reviews according to SLAs and duly documenting as such
  • Pro-active approach to getting review statistics correct and setting up meetings with clients
  • E-reviews of selected clients
  • Updating of client data on MyPractice, including accuracy of life products prior to reviews
  • Generating an accurate PFR from MyPractice for all clients
  • Efficient coordination and planning of client functions

Requirements

  • Matric certificate
  • Relevant Financial Services Diploma and/or Degree (advantageous)
  • RE 5 Certificate / NQF 5 Certificate in Wealth Management (advantageous)
  • 5 years relevant work experience within the Financial Services industry
  • Computer literacy (MS Office)

Qualifications

  • Formal education/certifications not specified

Salary & Benefits

  • Salary details not specified

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Accounting / Finance Jobs in Mangaung

Mangaung, South Africa is home to a diverse range of industries, with accounting and finance roles playing a crucial part in many sectors. Typically, companies in Mangaung are seeking accountants and finance professionals who can provide expert financial management, planning, and analysis services. Generally, the demand for skilled accounting and finance talent remains high in this region.

In terms of compensation, salaries for accounting and finance positions in Mangaung often fall within broad ranges. For example, a Chartered Accountant (CA) with 3-5 years of experience may expect to earn between R400,000 and R600,000 per annum, depending on the company size, industry sector, and level of expertise. Typically, senior roles or those in large corporations can command higher salaries, often ranging from R800,000 to R1,200,000 per annum. However, these figures are only a general guide and may vary significantly depending on individual circumstances.

Common skills for accounting and finance roles in Mangaung include proficiency in financial software such as SAP or Excel, strong analytical and problem-solving abilities, attention to detail, effective communication and interpersonal skills, and a basic understanding of taxation laws and regulations. Typically, employers also look for candidates with a degree in Accounting (BCom or BAcc) or Financial Management and relevant professional qualifications like the CA (South Africa) designation.

Many industries commonly employ accountants and finance professionals, including financial services sector companies, technology industry firms, manufacturing sector organisations, and government entities. Often, these roles involve providing expert financial management, budgeting, and forecasting services to support business growth and strategic decision-making.

In terms of career development, accounting and finance professionals in Mangaung often have opportunities for advancement within their current organisation or transition into leadership roles in related fields like business consulting or risk management. Typically, with 5-10 years of experience, individuals can expect to take on more senior roles or assume specialisation areas such as tax or financial planning.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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