Job Description
About the Role
Remote Financial Planning Administrator (JB5806) – Join our innovative, cross-border financial advisory business as we build a distributed, remote-first advisory practice. As the first hire into our business, you will work closely with our Founder to support a small portfolio of high-net-worth clients, managing administration, systems, and client execution across UK-regulated platforms.
Key Responsibilities
- Core Administration & Operations: Provide end-to-end administrative support for a UK-focused financial planning practice
- Client & Platform Support: Access and administer custodial and investment platforms (with trading permissions over time)
- Business Support & Growth: Work in close partnership with the Founder to proactively resolve issues, identify process improvements, and contribute to more efficient systems
Requirements
- Experience within a financial services environment (administration, operations, paraplanning, or similar)
- Exposure to regulated environments, compliance processes, and detailed documentation
- UK financial planning experience is advantageous but not essential; full training will be provided
Qualifications
- CFP designation or currently studying toward CFP
- Financial Planning, Finance, Accounting, or related qualification (if applicable)
Salary & Benefits
R26 – 32 000 per month, negotiable
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in South Africa
In the accounting and finance sector in South Africa, one can expect to find a dynamic and growing industry with a wide range of job opportunities. The demand for skilled professionals in this field is high, driven by the country’s growing economy and increasing need for financial management and planning.
Typically, salaries for accountants and finance professionals in South Africa fall within broad ranges, often influenced by factors such as level of experience, company size, and industry sector. Generally, starting salaries can range from around R300 000 to R500 000 per annum, with more senior roles commanding significantly higher salaries, often exceeding R1 million per annum. However, it’s essential to note that these figures are highly variable and can differ substantially depending on individual circumstances.
Common skills required for accounting and finance roles in South Africa include proficiency in financial software such as SAP or Oracle, strong analytical and problem-solving skills, excellent communication and presentation abilities, attention to detail and organisational skills, and a basic understanding of tax laws and regulations. Other valuable skills may include knowledge of financial management systems, experience with budgeting and forecasting, and certification in accounting or finance, such as a Chartered Accountant (SA) designation.
Many industries employ accountants and finance professionals, including the financial services sector, technology industry, manufacturing sector, and public sector organisations. The demand for skilled accountants is particularly high in these sectors, where financial management and planning are critical to success.
Career development opportunities abound in accounting and finance roles, with many professionals progressing to senior positions such as chief financial officer (CFO), controller, or department head. Opportunities for specialisation also exist, with areas like forensic accounting, audit, and taxation attracting a high level of interest. With ongoing professional development and certification requirements, those pursuing a career in accounting and finance can enjoy a rewarding and challenging career path.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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