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Pretoria: Glacier and Sanlam Risk & Investment Administrator/Paraplanner posted by FaceToFace Bluestar

Job Description

Investment Administration Processing new investment applications. Processing additional investments, switches, withdrawals, and transfers. Assisting with Retirement Annuity, Preservation Fund, Living Annuity, and Endowment administration. Preparing investment review documentation. Obtaining and providing client investment statements. Assisting with Glacier fee renegotiations. Following up on outstanding requirements and servicing requests. Tracking and managing investment cases through to completion. Maintaining accurate client records and electronic filing systems.Risk Administration Processing risk applications, amendments, increases, reductions, and cancellations. Obtaining quotations and preparing comparison reports. Following up on underwriting requirements. Liaising with clients, advisors, underwriters, and service providers. Managing policy servicing requests and amendments. Assisting with claims administration and follow-up.MINIMUM REQUIREMENTS NON negotiable Must speak, read and write Afrikaans Minimum Grade 12. Relevant administrative experience within the financial services industry. Experience with Glacier and/or Sanlam products will be advantageous. Understanding of investment, retirement, and risk products. Proficient in Microsoft Outlook, Word, and Excel. Strong administrative and organizational skills. Excellent verbal and written communication skills.

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About Wealth Management Administration Jobs in Gauteng

In Gauteng, South Africa, the wealth management administration sector is typically characterised by a demand for skilled professionals to support the growing financial services industry. As a result, job seekers in this field can expect to find opportunities in various industries, including financial services, technology, and even manufacturing sectors that require administrative support.

Salary expectations for wealth management administrators in Gauteng are generally broad, with varying ranges depending on factors such as experience, company size, and industry sector. Typically, entry-level positions may start around R400 000 – R600 000 per annum, while senior roles can range from R800 000 to over R1 million. However, it’s essential to note that these figures are only estimates, and actual salaries may vary significantly depending on individual circumstances.

Common skills required for wealth management administration roles in Gauteng include strong communication and interpersonal skills, attention to detail, proficiency in Microsoft Office software, experience with financial systems and databases, analytical and problem-solving skills, and a basic understanding of tax laws and regulations. Other essential skills often include organisation, time management, and adaptability.

Wealth management administrators can be found working in various sectors, including the financial services sector, technology industry, and even manufacturing sectors that require administrative support. In the financial services sector, for example, administrators may work closely with clients, managing their investments and providing ongoing support. In the technology industry, they may assist in data analysis and process improvement.

Career development opportunities for wealth management administrators are often limited to in-house promotions or lateral moves within larger organisations. However, many professionals in this field also pursue external training and certification programs, such as the Certified Financial Planner (CFP) designation, to enhance their skills and advance their careers.


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



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Posted in Jobs in Gauteng, Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in South Africa

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