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Wealth Admin
2 weeks ago
Wealth Administrator/ Paraplanner – Umhlanga Duties & Responsibilities Ready to grow your career in a fast-paced, client-focused financial services environment? A high-performing Private Clients team in Umhlanga is looking for a driven Finance Administrator to take full ownership of their expanding investment and life administration portfolio.
This is a pivotal support role where precision, organisation, and proactive client service truly matter. If you're detail-obsessed, deadline-driven, and thrive in a high-performance setting- this could be your next career move.
Key Responsibilities:
- Full administrative support to Wealth Managers
- Keeping client records accurate, updated, and fully compliant
- Coordinating account openings, investment instructions, and policy reviews
- Managing diaries, scheduling, and travel arrangements
- Responding promptly to client and internal enquiries
- Applying FICA/FAIS knowledge across daily operations
- Assisting with switches, top-ups, and prepping for client review meetings
- Matric plus 4 - 6 years of investment admin or financial services experience
- A relevant BCom degree/ Diploma
- Solid understanding of FICA and FSCA regulatory requirements
- Proficiency in Microsoft Office (especially Excel)
- Exceptional attention to detail and a structured work approach
- Ability to work independently and collaboratively
- Strong communication skills with a client-first mindset
