Western Cape: Wealth Manager Administrator – George posted by Network Finance

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 Wealth Manager 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 (beneficial)
• 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
• Hybrid set-up (home and office)

Apply now!

For more exciting Finance vacancies, please visit: www.********.co.za

I also specialise in recruiting in the following:
– Group Finance
– Consolidations
– Asset Management
– CA(SA) roles
– Financial Strategy

If you haven’t heard back in two weeks, please consider your application unsuccessful. Your profile will be kept on our database for future opportunities.