Wealth Manager Administrator

Recruiter:

Network Recruitment

Job Ref:

NFR007060/CPi

Date posted:

Monday, August 4, 2025

Location:

Durban, South Africa

Salary:

280000 Annually

SUMMARY:
A Wealth Manager Administrator in Umhlanga (Durban) is needed.

POSITION INFO:
Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take full ownership of their growing investment and life administration book.

This is a key support role where accuracy, coordination, and proactive client service are essential. If you’re driven, meticulous, and thrive under pressure, then this could be your next big move.

Key Responsibilities:

Provide full administrative support to Wealth Managers
Maintain up-to-date and compliant client records
Coordinate account openings, investment transactions, and policy reviews
Handle scheduling, diary management, and travel arrangements
Respond timeously to client and internal queries
Apply regulatory knowledge (FICA/FAIS) in all operations
Assist with switches, top-ups, and preparation for client reviews

Requirements:

Matric with 2–3 years of investment admin or relevant financial services experience
Relevant BCom Degree/ qualification
Strong working knowledge of FICA and FSCA regulatory compliance
Proficient in Microsoft Office, especially Excel
High attention to detail with a methodical work ethic
Able to work independently and as part of a team
Clear communicator with a client-first mindset

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