Wealth Administrator

2 weeks ago

Cape Town, Western Cape, South Africa Sable Group Full time

Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their skill set. Ultimately, you will be responsible for providing administrative support to our Wealth Managing Director and team of Wealth Advisers and Paraplanners.

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You're perfect for this position if you

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  • Have a qualification in finance, investments and/or banking (CFP qualification is advantageous)
  • Have at least five to seven years' experience working in an admin intensive and financial services environment such as insurance, investment or banking
  • Have worked at a recognised South African financial institution
  • Have a background in a regulated environment and knowledge of FICA and FAIS would be beneficial
  • Are deadline driven and able to meet targets while delivering work to the highest standard
  • Have great customer service and interpersonal skills
  • Pay close attention to detail
  • Are numbers oriented
  • Are honest and ethical

Extra points if you have

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  • Paraplanning experience
  • Experience in the offshore environment
  • Familiarity with CommPay and IPS data

Your role and responsibilities

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Among other tasks, your main responsibilities will include:

  • Assisting our Wealth Managing Director as well as Financial and Mortgage Advisers
  • you will be required to provide administration support to Financial Advisers and Paraplanners in both the UK and South African offices
  • Onboarding of clients which will include liaising with advisers, clients and providers, ensuring client files are updated and managed
  • High level client relationship management of HNW clients
  • Compliance you will be required to ensure that client files and transactions are in line with compliance regulations
  • Client servicing assist with client queries, servicing and administration requirements

Would you like to apply?

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About Sable International

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Sable International offers innovative professional services to international citizens. We create tailor-made solutions to meet the accounting, wealth, financial, currency and nationality needs of our clients.

We pride ourselves on providing solutions that suit our clients' unique individual circumstances; our employees are key in achieving this goal.


The staff in our Cape Town, Durban, Lisbon, London, Melbourne, Nigeria, Uganda and Zambia offices are passionate about their areas of expertise and take pride in helping our clients achieve their goals.

As a result, we have an energised and fun company culture, something that sets us apart from other professional services firms.

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