About the position
Financial Planning Administrator Join a close-knit financial planning team where your attention to detail and client focus will truly make an impact. Is this you? What you'll be doing Where you'll be doing it What you'll need What you'll get How to apply
Rosebank, Johannesburg
Market-related
You're organised, detail-oriented and take pride in delivering excellent client service. You have a positive attitude, present yourself professionally and enjoy being part of a small, collaborative team. You're happy to take direction, communicate confidently, and aren't afraid to roll up your sleeves and help wherever needed. Integrity and a strong sense of responsibility come naturally to you.
You'll support Financial Planners with all aspects of client servicing and administration. This includes processing new business, handling switches and repurchases, preparing portfolio statements, managing client queries, and maintaining accurate records on internal systems. You'll also assist with client meetings, compliance tasks, reception duties, and ensure a smooth, professional client experience at all times.
You'll join a boutique financial services firm known for its personalised client approach and strong ethical foundation. Operating in a highly professional yet flexible environment, this team prides itself on building long-term client relationships and maintaining high standards of service and integrity. You'll be fully office based in Rosebank, Johannesburg.
Strong investment administration experience is essential, along with proficiency in Microsoft Office and Outlook. You should be comfortable communicating with clients both telephonically and in writing, ideally in English and Afrikaans. A willingness to learn new systems, high attention to detail, and the ability to work in a structured yet flexible environment are key.
A supportive team environment within a growing business, along with a total cost-to-company package including medical aid, group life and disability cover.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- IFA Administration
- Financial Planning Administration
- Investment Administration
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
