Wealth Administrator: Client Services

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

A financial services company in Pretoria is seeking a Senior Wealth Administrator. You will manage a portfolio of clients, handle administrative tasks related to investments and compliance, and provide effective client service. Ideal candidates should have at least 5-7 years of experience in the financial services industry and strong administrative skills....

Designation: Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | Permanent Category: Administration and OperationsJob Level: Semi-skilled and discretionary decision makingPosted by: PSG Financial ServicesPosted on: 05 Nov Reference Number: POS Closing date: 16-Nov- Position Type: Permanent Location: Die Wilgers Lynnwood Road Overview VACANCY |...

BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial PlannersResponsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following : Act as a first point of contact for...

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...

A leading financial services firm seeks an experienced Advisor to manage clients' wealth needs effectively. This role involves formulating innovative solutions, maximizing profitability through cross-selling, and ensuring high-quality client service. Candidates must have at least 5 years of relevant experience and strong qualifications in financial planning....

BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial PlannersResponsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:Act as a first point of contact for...

Designation:Senior Wealth Administrator | Die Wilgers, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:05 Nov 2025Reference Number:POS40121Closing date:16-Nov-2025Position Type:PermanentLocation:Die Wilgers Lynnwood RoadOverview:VACANCY |...

Apply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...

Minimum requirements Diploma or Certificate IV in Financial Services (or working toward) Management or leadership training / certification (advantageous but not essential). Minimum 45 years experience in a Wealth Management / Financial Planning Administration role. Proficient in Xplan and various financial provider systems. Strong knowledge of Local and...