Wealth Manager Administrator – George
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Job Location:
Monthly Salary:
Posted on:
25-10-2025
Vacancies:
1 Vacancy
Job Summary
Seeking a Wealth Manager Administrator George.
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 youre driven meticulous and thrive under pressure this could be your next big move.
Key Responsibilities:
Requirements:
Apply now!
For more exciting Finance vacancies please visit: also specialise in recruiting in the following:
If you havent heard back in two weeks please consider your application unsuccessful. Your profile will be kept on our database for future opportunities.
This is a key support role where accuracy coordination and proactive client service are essential. If youre driven meticulous and thrive under pressure 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 24 years of investment admin or relevant financial services experience
- Relevant BCom Degree (beneficial)
- 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
- Hybrid set-up (home and office)
Apply now!
For more exciting Finance vacancies please visit: also specialise in recruiting in the following:
- Group Finance
- Consolidations
- Asset Management
- CA(SA) roles
- Financial Strategy
If you havent heard back in two weeks please consider your application unsuccessful. Your profile will be kept on our database for future opportunities.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Network Recruitment specializes in talent solution services in the fields of IT, Finance, Engineering & Supply Chain. Visit our website for more info.
