Wealth Manager Administrator

1 day ago

Cape Town, Western Cape, South Africa Your HR Outsourced Full time

Wealth Manager Administrator (Independent Contractor)

Location: Northern Suburbs, Cape Town

Full-time, in-office position

Own transport essential

Experience: 3–5 years within the investment / financial planning industry

Our client's independent wealth management practice is expanding, and they are seeking a professional, detail-oriented Wealth Management Administrator to join their team.

They are looking for a motivated individual with exceptional organisational skills, strong attention to detail, and a genuine passion for delivering outstanding client service.

If you take initiative, thrive in a structured yet evolving environment, and enjoy contributing to clients' financial success — we would love to hear from you.

Key Responsibilities

  • Collect and manage client and product information
  • Prepare documentation to support the implementation of financial and investment plans
  • Handle and resolve client enquiries efficiently and professionally
  • Maintain and update our Client Relationship Management (CRM) system and internal data warehouse
  • Ensure all compliance requirements are met and maintained

Competencies and Skills

  • A proactive, self-motivated individual with a strong sense of ownership
  • Exceptional attention to detail and excellent organisational ability
  • Clear and professional communication skills in both English and Afrikaans
  • Strong interpersonal skills with the ability to work effectively across various levels
  • Demonstrated ability to work under pressure and manage multiple priorities
  • Upholds the highest standards of honesty, integrity, and professionalism
  • Adaptable and able to work independently as well as within a team environment

Experience and Requirements

  • 3–5 years of experience in the investment or financial planning industry
  • Solid understanding of investment and risk products
  • Proven experience working with a range of financial product providers

  • Based in the Northern Suburbs of Cape Town with reliable own transport

  • If you meet the requirements please send us your CV –

  • Administrator - Cape Town

    1 day ago

    Cape Town, Western Cape, South Africa Carrick Wealth Full time

    Opportunity: AdministratorWe are looking for an Administrator to join our Operations Team. If you are someone who enjoys keeping the operations flowing, the communication clear, and is able to meet deadlines, then this is the position for you. We'd like to hear from you by sending us your CV to: -, or visit our website at www.carrick-About Carrick...

  • Onshore Client Relationship Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Carrick Wealth Full time R60 000 - R120 000 per year

    About CarrickCarrick is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. We are guided by our passion to set new benchmarks and standards in the industry, and are focused on providing a client experience that...

  • Wealth Manager

    1 week ago

    Cape Town, Western Cape, South Africa NEBA Private Clients Full time R600 000 - R1 200 000 per year

    Company DescriptionNEBA Private Clients, a division of TEAM plc, is a part of an esteemed financial group listed on the London Stock Exchange with investors such as Schroders, Marlborough, and Crux. The company embraces a blend of enduring values and innovative financial solutions, aiming to pioneer change in financial services with transparency and...

  • Onshore Client Relationship Manager

    1 week ago

    Cape Town, Western Cape, South Africa Carrick Wealth Full time R250 000 - R400 000 per year

    Carrick has an exciting opportunity to join our team as an Onshore Client Relationship Manager.Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.Job Role Overview:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase...

  • Wealth Management Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Bank of America Full time US$29 - US$45

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Executive partner/ wealth manager

    1 day ago

    Cape Town, Western Cape, South Africa Caleo Capital Full time

    Company DescriptionAt Caleo Capital, we foster a collective spirit, a commitment to authenticity, and the belief that wealth should serve your life's purpose. Our investment philosophy transcends monetary connections, focusing on partnerships of ideas, values, and shared outcomes. We strive to transform intentions into actions through clear communication and...

  • Wealth Manager

    5 days ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time R900 000 - R1 200 000 per year

    Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate...

  • Wealth Manager, Cape Town

    5 days ago

    Cape Town, Western Cape, South Africa Independent Resourcing Consultancy Full time R900 000 - R1 200 000 per year

    Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

  • Wealth Product Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Staff Concepts Full time R1 092 000 - R2 184 000 per year

    Job description:This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related matters....

  • Private Wealth Banker

    1 week ago

    Cape Town, Western Cape, South Africa Absa Group Full time R900 000 - R1 200 000 per year

    Bring your possibility to life Define your career with usWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo build and...