Client Administrator

5 days ago

On The Greens Cape Town South Africa Atomos Full time R250 000 - R500 000 per year


Career

We are a UK company with client support operations in South Africa adding additional people to our team. You want to earn a decent wage in a Financial Planning company. We need people with high attention to detail, a willingness to learn, and who are tech savvy (e.g. you are comfortable working on computer systems). This is a fantastic opportunity to join our UK based firm.

About the role

Crucial to every step of the client journey, you will support our business with strong administration of our processes that result in great client outcomes. You will become an expert on our products and providers and learn our systems. It is a great career step to have a UK financial services firm like ours on your CV. Your role is not just support, it's about building trust and delivering exceptional service at every touchpoint.

Attributes

  • An interest in financial products: pensions, investments and insurance.
  • Fast learner who will suggest better ways of doing things.
  • Tech savvy, carrying out work on cloud based systems is something you enjoy.
  • Good communication skills. Comfortable with numbers, and highly organised.
  • Want to do a good job and be appreciated for it.
  • Want to be part of a team that works on a shared journey – employing nice people matters to us
  • Preference will be given to people who have previously worked in office based roles in accountancy or financial services (either full time or as part of a degree).

Accountabilities

  • Ensure all data entry is completed accurately and within specified timelines.
  • Support projects to improve the consistency of data held in our systems.
  • Liaise with 3rd party providers and navigate provider platforms.
  • Process new business applications.
  • Co-ordinate Financial Planner's diaries and arrange client meetings.
  • Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
  • Respond to email enquiries and liaise directly with clients.
  • Support us in deploying new faster processes to support our UK based teams.

Other notes

We provide 22 days holidays in addition to 8 UK Bank Holidays to ensure you get to work hard and get some well deserved time off. You will be part of our South African support team and this is an exciting time to join our firm.

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.

The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.

  • Client Review Administrator

    1 week ago

    South Africa Altum Full time R250 000 - R500 000 per year

    Role summary As a member of the existing global client review team, be responsible for delivering a high-quality client review experience primarily to our Luxembourg and Jersey client base to include the promotion and execution of an efficient, transparent and technology driven periodic review experience of Altum Groups managed entities whilst ensuring...

  • Client Administrator

    1 week ago

    Cape Town, South Africa Sable Group Full time

    **Are you energetic, ambitious and looking to develop your career? Our Cape Town Investment Migration department is looking to add a Client Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.**: **You’re perfect for this position if you**: - Have an excellent command...

  • Client Administrator

    2 weeks ago

    Cape Town, South Africa TMF Group Full time

    **Job no**: 575917 **Work type**: Full time **Location**: Cape Town, South Africa **Categories**: Administration, Private Equity and Real Estate, Funds **Office Location**: Cape Town **About TMF** TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+...

  • Client Administrator

    4 weeks ago

    Cape Town, South Africa Headhunters Full time

    Overview Our Client in the Financial Services Industry is seeking to employ a Client Administrator to their team based in Bellville Cape Town. Qualifications Matric (Grade 12). Minimum of 2 years of administration experience. Proficiency in CRM systems and Microsoft Office Suite. Strong organizational and multitasking abilities. Excellent communication and...

  • Client Administrator

    1 week ago

    Cape Town, South Africa TMF Group Full time

    **Job Purpose** Join TMF as Client Administrator and become part of our client servicing team. If you are not only looking for a regular accounting A-Z job but to be the manager of your own client needs, take this chance to join TMF and get the opportunity to grow with this exciting opportunity to more responsibility. **Key Responsibilities** As Client...

  • Client Care Coordinator

    5 days ago

    South Africa ISTA Personnel Solutions Full time R250 000 - R500 000 per year

    ISTA Personnel Solutions South Africa is a dynamic and fast-growing BPO company based in South Africa, specializing in providing top-tier operational support to U.S.-based companies. We are not a recruitment agency—we are a dedicated extension of our clients' teams, delivering high-quality service with precision, efficiency, and a personal touch.We are...

  • Client Services Administrator

    6 days ago

    Cape Town, South Africa Workforce Staffing - Gauteng Full time

    Client Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....

  • Client Services Administrator

    6 days ago

    Cape Town, South Africa Workforce Staffing - Gauteng Full time

    Client Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....

  • Client Services Intern

    19 hours ago

    South Africa BSI Full time

    We exist to create positive change for people and the planet. Join us and make a difference too About BSI: In BSI, our ambition is to be recognized and valued globally as a best-in-class company; a client-driven, efficiently-run, growing business.  BSI has come a long way since being founded in Today, we're a global business services organization,...

  • Client Service Administrator

    1 week ago

    Cape Town, South Africa Momentum Corporate Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...