Administrator | Umhlanga

Recruiter:

The Recruitment Council

Job Ref:

Administrator | Umhl..

Date posted:

Tuesday, April 14, 2026

Location:

Durban, South Africa

Salary:

R18 000- R20 000pm

SUMMARY:
Administrator | Umhlanga

POSITION INFO:

The primary purpose of this position is the proactive and efficient execution of administrative duties to support Financial Planners and ensure superior client service.

Key Responsibilities include:

Application Processing: Completing, submitting, and tracking client applications for investments and risk products, including new business, switches, and redemptions.
Client Servicing: Handling portfolio queries, obtaining tax certificates, and resolving client complaints timeously.
Portfolio Management: Maintaining accurate client data on XPlan, preparing meeting files, and ensuring all documentation is saved correctly.
Estate Administration: Assisting with the winding up of estates, preparing estate packs, and providing regular updates to beneficiaries.
Office Support: Managing switchboard duties and providing reception cover as needed.

Requirements

Experience: Broad knowledge of financial services and experience in Financial Planning is highly preferred.
Knowledge: Understanding of the financial planning process and product provider policies.
Technical Skills: Above-average computer literacy in MS Office (Word, Excel, Outlook) and proficiency in XPlan.
Attributes: * Strong decision-making skills and the ability to work independently.
- Resilient and tenacious with the ability to meet strict deadlines.
- Excellent verbal and written communication skills.

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