Financial Planning Administrator (Contract)

SUMMARY:
Hilton - A national, leading financial services provider, providing financial advice in wealth managements seeks an administrator to join their team. Provide essential administrative support to a high-performing financial advisory practice. This fixed-term role offers hands-on involvement in client operations and compliance administration. This is a 9 month Fixed Term Contract

POSITION INFO:
Our client is a well-regarded player in the financial services industry, offering advisory and investment planning solutions. The business supports a network of financial professionals through structured operational and administrative frameworks.

This 9-month contract role is responsible for supporting the day-to-day administrative and client servicing functions. The Administrator will assist in documentation, onboarding, compliance tracking, and maintaining accurate client records using internal systems.

Key Responsibilities:

• Process client documentation and ensure compliance with onboarding procedures.
• Capture, update, and maintain client data using CRM systems.
• Liaise with product providers and internal teams for application submissions and follow-ups.
• Assist with FICA and AML checks and maintain compliance documentation.
• Manage incoming queries and provide timely administrative responses.
• Prepare supporting materials for client meetings and financial reviews.
• Upload documentation into internal systems and ensure accurate filing.
• Support internal reporting and practice tracking where required.
• Coordinate diaries, follow up on tasks, and ensure deadlines are met.
• Contribute to general office administration and team support.

• Highly organized with strong attention to detail.
• Service-oriented and professional communication skills.
• Proactive and able to work independently.
• Discreet with handling of confidential information.
• Resilient and reliable under pressure.

• Minimum Matric
• 1–2 years of administrative experience in a financial or professional services environment.
• Proficient in Microsoft Office and CRM systems (Xplan knowledge beneficial).
• Understanding of FICA and FAIS processes preferred.