Wealth Admin

SUMMARY:
Wealth Administrator/ Paraplanner – Umhlanga

POSITION INFO:
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