Senior Administration Assistant / Junior Paraplanner

Requirements:

• Matric (essential)
• RE5 qualification (preferred but not required)
• 3–5 years’ experience in risk & investment administration or the financial services industry
• Strong understanding of FICA, FAIS, and FSCA regulatory requirements
• Proficient in Microsoft Excel
• Excellent verbal and written communication skills
• Ability to work under pressure and meet deadlines
• Strong organisational and problem-solving abilities
• Ability to work independently as well as within a team
• Proactive and solution-driven mindset

Key Skills:

• Strong attention to detail and accuracy
• Excellent administrative and record-keeping skills
• Strong analytical and discrepancy-resolution abilities
• Effective time management and prioritisation skills
• Professional relationship-building and communication skills
• Ability to work within structured processes while maintaining efficiency
• High level of professionalism, confidentiality, and accountability

Duties & Responsibilities:

• Maintain accurate client records and databases in line with regulatory requirements
• Assist with new business processes and liaise with service providers
• Ensure compliance with FICA, FAIS, and internal company policies
• Monitor and resolve discrepancies, escalating matters where necessary
• Respond to queries from financial advisors and internal stakeholders
• Build and maintain strong relationships with clients and business consultants
• Provide high-quality administrative support across the team
• Assist with the administration of direct equity portfolios
• Support daily operational processes and compliance functions
• Assist with ad-hoc administrative duties as required