Wealth & Risk Administrator

**About Juno Wealth**

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**
- 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 mínimal 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).
- Tax Simulations and Planning: Gravitas Tax and TaxSpace (used for detailed client projections).
- 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)
- Starting date: 2 February 2026*

**Hiring process and dates to know**

Stage 1: Application submissions closes | 14 Nov* | Applicants

Stage 2: Applicant suitability checks | 15 - 18 Nov* | Juno

Stage 5: Reference checks | 24 - 28 Nov* | Juno

Stage 8: Offer extended | 15 Dec* | Juno

**How to apply**
- Your **CV** should **not be more than 2 pages** & must include the tasks that you were responsible for on a day-to-day basis (eg. reports, submissions, etc.)
- Submissions close on **14 November 2025**

**Job Types**: Full-time, Temp to perm
Contract length: 12 months

Pay: R15 000,00 - R25 000,00 per month

Work Location: In person

Application Deadline: 2025/11/14
Expected Start Date: 2026/02/02