Personal Benefits Administrator

10 hours ago


Durban, KwaZulu-Natal, South Africa The Wholistics Planning Group Full time R50 000 - R67 000 per year

Financial Planning Administrator

Job Purpose

To provide administrative and compliance support to the financial advisor and ensure smooth operation of client servicing, documentation, and regulatory requirements in line with FSCA and FAIS standards.

Key Responsibilities


• Client Administration: Maintain accurate client records and update CRM systems; Prepare and process investment, insurance, and retirement applications.


• Handle client queries and ensure timely follow-up.


• Compliance & Regulatory: Ensure adherence to FAIS Act, FIC Act (AML), and POPIA requirements; Prepare compliance documentation for audits and FSCA reporting; Implement Treating Customers Fairly (TCF) principles.


• Advisor Support: Assist financial planner with portfolio reviews and client reports; Schedule client meetings and prepare supporting documentation; Liaise with product providers for policy updates and queries.


• Operational Duties: Manage filing systems and document retention; Monitor workflow to ensure deadlines are met; Assist with risk management and governance processes.

Minimum Requirements


• Education: Matric / Grade 12 (NQF Level 4) essential; Diploma or degree in Finance, Business Administration, or related field preferred.


• Experience: 2+ years in financial services administration or similar role; Knowledge of investment, insurance, and retirement products.


• Skills: Strong organizational and administrative skills; Excellent communication and interpersonal abilities; Proficiency in MS Office and financial software systems; Attention to detail and ability to manage confidential information.

Compliance Requirements


• Familiarity with FAIS Act and FSCA regulations.


• Understanding of AML/FIC Act and POPIA.


• Regulatory Exam (RE5) or FAIS-recognised qualification.


• Experience with XPlan

Personal Attributes


• Integrity and professionalism.


• Ability to work under pressure and meet deadlines.


• Client-focused with a commitment to service excellence.



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