Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book.

This is a key support role where accuracy, coordination, and proactive client service are essential. If you’re driven, meticulous, and thrive under pressure- this could be your next big move.

Key Responsibilities:

• Provide full administrative support to Wealth Managers
• Maintain up-to-date and compliant client records
• Coordinate account openings, investment transactions, and policy reviews
• Handle scheduling, diary management, and travel arrangements
• Respond timeously to client and internal queries
• Apply regulatory knowledge (FICA/FAIS) in all operations
• Assist with switches, top-ups, and preparation for client reviews

Requirements:

• Matric with 2–4 years of investment admin or relevant financial services experience
• Relevant BCom degree
• Strong working knowledge of FICA and FSCA regulatory compliance
• Proficient in Microsoft Office, especially Excel
• High attention to detail with a methodical work ethic
• Able to work independently and as part of a team
• Clear communicator with a client-first mindset

This role requires an individual with a deep sense of accountability, strong compliance awareness, and exceptional multitasking ability, within a fast-paced, client-centric environment.

Key Responsibilities:

• Provide administrative support to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.
• Maintain accurate client records and ensure compliance with FSCA, FICA, and FAIS regulatory requirements.
• Oversee the onboarding process of new investment clients, ensuring that all documentation and compliance steps are completed accurately and timeously.
• Liaise with service providers to facilitate account openings, investment switches, and top-ups.
• Prepare reports, review packs, and policy schedules ahead of client meetings.
• Monitor and follow up on outstanding items, proactively resolving discrepancies and escalating issues where necessary.
• Provide efficient communication and problem-solving support to Wealth Managers, clients, and internal departments.
• Support the team with ad hoc administrative and compliance-related tasks to ensure operational excellence.

Profile:

• Minimum Matric, with 2–3 years’ experience in investment administration or a similar role within financial services.
• Strong understanding of FICA, FAIS, and FSCA requirements.
• High proficiency in Microsoft Excel, with solid skills in Word, PowerPoint, and Outlook.
• Exceptional attention to detail, numerical accuracy, and the ability to manage multiple priorities under pressure.
• Strong interpersonal and communication skills, both written and verbal.
• Proactive, self-motivated, and able to work independently while contributing to a collaborative team culture.

Attributes for Success:

• Upholds confidentiality, integrity, and professionalism in all dealings.
• Demonstrates commercial awareness and sound judgment in decision-making.
• Driven by excellence, with a passion for delivering outstanding client service.
• Brings energy, initiative, and a commitment to continuous improvement.

If you are a meticulous professional with a passion for wealth management administration and want to contribute to a growing, high-performing team, we’d love to hear from you.

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