Wealth Manager Administrator
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Job Location:
Centurion - South Africa
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
A leading financial services group is seeking an experienced Wealth Manager Administrator to take full ownership of the administration coordination and compliance of a fast-growing wealth and investment book.
This role is suited to a highly organised and detail-driven professional with strong regulatory knowledge and proven experience supporting Wealth or Portfolio Managers within a structured financial services environment.
This role is suited to a highly organised and detail-driven professional with strong regulatory knowledge and proven experience supporting Wealth or Portfolio Managers within a structured financial services environment.
The successful candidate will provide comprehensive back-office and operational support to Wealth Managers ensuring all new business servicing and client records are managed accurately timeously and in full compliance with regulatory requirements. This role plays a critical part in maintaining operational excellence and delivering a seamless client experience.
KEY RESPONSIBILITIES
Wealth Administration & Client Support
- Provide full administrative support to Wealth Managers and their investment books
- Prepare documentation and support packs for client meetings and portfolio reviews
- Process new business switches top-ups and amendments accurately and timeously
- Liaise with investment platforms and service providers to ensure efficient account onboarding
Compliance & Regulatory Oversight
- Apply and monitor FICA requirements in line with FSCA standards
- Ensure adherence to FAIS and internal compliance frameworks
- Maintain accurate and up-to-date client records and documentation
- Identify discrepancies follow up on outstanding information and escalate where required
Operational & Relationship Management
- Manage calendars coordinate meetings and respond to client and internal queries
- Maintain strong working relationships with Wealth Managers clients and service providers
- Ensure confidentiality and high service standards at all times
- Support ad-hoc administrative and departmental requirements
REQUIREMENTS
Qualifications
- Matric (essential)
- BCom in Finance Investments Financial Planning or related field
Experience
- Minimum 5 years experience within Wealth Management or Investment Administration
- Proven experience supporting Wealth or Portfolio Managers
- Strong exposure to investment platforms life and investment products
Technical Competencies
- Sound understanding of FAIS FICA and FSCA regulatory requirements
- Strong operational control and compliance awareness
- Advanced Microsoft Excel (essential)
- Proficient in Word PowerPoint and Outlook
Behavioural Profile
- Exceptional attention to detail and high levels of accuracy
- Strong organisational and time-management skills
- Proactive solution-oriented mindset
- Professional communication skills with the ability to work independently and collaboratively
- High integrity and strong ethical standards
For more exciting Finance vacancies please visit:
If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information contact:
Angelique Jardim
Specialist Recruitment Consultant
KEY RESPONSIBILITIES
Wealth Administration & Client Support
- Provide full administrative support to Wealth Managers and their investment books
- Prepare documentation and support packs for client meetings and portfolio reviews
- Process new business switches top-ups and amendments accurately and timeously
- Liaise with investment platforms and service providers to ensure efficient account onboarding
Compliance & Regulatory Oversight
- Apply and monitor FICA requirements in line with FSCA standards
- Ensure adherence to FAIS and internal compliance frameworks
- Maintain accurate and up-to-date client records and documentation
- Identify discrepancies follow up on outstanding information and escalate where required
Operational & Relationship Management
- Manage calendars coordinate meetings and respond to client and internal queries
- Maintain strong working relationships with Wealth Managers clients and service providers
- Ensure confidentiality and high service standards at all times
- Support ad-hoc administrative and departmental requirements
REQUIREMENTS
Qualifications
- Matric (essential)
- BCom in Finance Investments Financial Planning or related field
Experience
- Minimum 5 years experience within Wealth Management or Investment Administration
- Proven experience supporting Wealth or Portfolio Managers
- Strong exposure to investment platforms life and investment products
Technical Competencies
- Sound understanding of FAIS FICA and FSCA regulatory requirements
- Strong operational control and compliance awareness
- Advanced Microsoft Excel (essential)
- Proficient in Word PowerPoint and Outlook
Behavioural Profile
- Exceptional attention to detail and high levels of accuracy
- Strong organisational and time-management skills
- Proactive solution-oriented mindset
- Professional communication skills with the ability to work independently and collaboratively
- High integrity and strong ethical standards
For more exciting Finance vacancies please visit:
If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information contact:
Angelique Jardim
Specialist Recruitment Consultant
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.
