Wealth & Risk Administrator

Juno Wealth is a stand-alone, independent wealth management and advisory firm focused on delivering personalised, practical financial planning and investment solutions. We are dedicated to building long-term relationships with our clients by combining strategic advice, disciplined implementation, and consistent service excellence. Our small, professional team prides itself on efficiency, integrity, and client care. What You’ll Be Part Of You’ll join a close-knit team committed to helping clients make informed financial decisions. This role is at the heart of the practice – ensuring clients are served outstandingly, supporting daily operations, keeping records up to date, and helping our advisors shine in their interactions with clients. What You’ll Do Day-to-Day Prepare and maintain client records, application forms, and investment schedules. Assist with onboarding new clients and managing client updates on CRM systems. Track and follow up on outstanding documentation from clients and product providers. Assist in preparing review packs, FICA updates, and compliance documents. Process new business and maintain accurate electronic filing systems (SharePoint/OneDrive). Coordinate signatures and submissions across clients, product providers and other involved parties. Support the advisers with calendar management, meeting preparation, and reporting. Communicate professionally with clients, product providers, and other stakeholders. Assist with ad-hoc operational and compliance-related tasks as needed. Proactively identify issues, investigate discrepancies, and implement practical solutions. You’ll Love This Role If You enjoy organising information and keeping things on track. You take pride in attention to detail and getting things right the first time. You perform well under pressure. You use quieter periods for process improvement and proactive administrative work. You can juggle multiple priorities without losing focus. You are comfortable working with digital systems and Microsoft 365 tools. You communicate clearly, professionally, and with empathy. You thrive in a small, focused team environment where accountability matters. What You’ll Need Matric / Grade 12 (minimum). Minimum 3 years’ experience in a risk and investments focused FSP in a client service role. Strong computer literacy (Microsoft Outlook, Word, Excel, Teams, and SharePoint). Excellent written and verbal communication skills in English and Afrikaans. Understanding of FICA, FAIS and other industry regulation and legislation. Ability to manage time effectively and work with minimal supervision. Qualifications & certifications (preferred, not required): Class Of Business certifications: Long Term Insurance, Investments, Pension Funds and Short & Longterm Deposits Regulatory Exam for Representatives (RE 5) Certificate in Wealth Planning, Financial Planning or similar (NQF 5-level) Tools We Use Office suite: Microsoft 365 (Outlook, Excel, Word, Teams, SharePoint). CRM System: Atwork (transition to a new platform is anticipated). Planning Tools: Atwork and Integrated Wealth Planner (subject to upcoming system upgrades). Tax Simulations and Planning: Gravitas Tax and TaxSpace (used for detailed client projections). Client Due Diligence: Beeswax (subject to upcoming system upgrades). Digital signatures: QuicklySign. What’s In It For You Exposure to all aspects of a professional wealth management and risk insurance practice. Supportive environment with opportunity to learn and grow. Regular team engagement and development sessions. Competitive remuneration aligned with experience. Fixed-term contract with potential for renewal or permanency. About the Contract 12-month fixed-term contract (with likelihood to extend if good fit). Full-time in-office position (Irene, Pretoria) with core hours 08:00 – 16:30. Total CTC Remuneration of R15 000 – R25 000 (dependent on fit, skill, experience and qualifications). Hiring Process and Dates to Know Stage 2: Applicant suitability checks | 8 - 14 Dec | Juno Stage 4: Skills assessments and reference checks | 8 - 14 Jan | Candidates Stage 5: Video/in-person chats | 15 - 21 Jan | Candidates & Juno Stage 6: Formal BEP and Strengths assessment | 22 - 25 Jan | Candidates Stage 7: Offer extended | 26 Jan | Juno Stage 8: Offer consideration | 26 - 30 Jan | Candidate(s) Stage 9: Confirm candidate by | 31 January | Juno Stage 10: First day of work | 2 March 2026 | Candidate How to Apply Your CV should not be more than 2 pages and must include the tasks that you were responsible for on a day-to-day basis (e.g., reports, submissions, etc.). Job Types: Full-time, Temp to perm Application Deadline: 2025/12/05 Expected Start Date: 2026/03/02 #J-18808-Ljbffr