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Johannesburg: Wealth Management Administrator posted by Dante Group Ltd

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Job Description

Minimum requirements: Matric (Grade 12) required RE5 Certificate preferred (or willing to obtain within 12 months) Advantageous: 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) Proven experience in new business processing and client servicing Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.). 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 Quotations and proposals Consultant: Joelene Koekemoer – Dante Personnel Johannesburg Apply via our website www.dantesa.co.za If you do not hear from us within 5 days, please accept that your application was unsuccessful

How to Apply

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About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

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When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.

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



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