Financial Advisor Administrator

SUMMARY:
Financial Advisor Administrator

POSITION INFO:
About the Role We are seeking a detail-oriented and proactive Financial Advisor Administrator to join a reputable financial services firm based in Fourways. This role is pivotal in providing high-level administrative support to Financial Advisors, ensuring seamless client service and the efficient processing of financial products and portfolios. Key Responsibilities Act as the primary point of contact for clients, handling queries and providing regular feedback on administrative processes. Process and monitor new business applications, redemptions, and switches across various investment and insurance platforms. Prepare comprehensive pre-appointment files, including client portfolios, valuations, and necessary compliance documentation. Maintain and update client records on the CRM system to ensure data integrity and FICA\/FAIS compliance. Coordinate diaries, schedule client reviews, and manage all follow-up correspondence following advisor consultations. Liaise with product providers to resolve administrative issues and ensure timeous implementation of instructions. Requirements A minimum of 2-4 years of experience in a similar administrative role within the financial planning or wealth management industry. Relevant tertiary qualification (e.g., B.Com Finance or related) or industry-specific certifications (NQF Level 5 or higher) is highly advantageous. Proficiency in financial services software and CRM systems. Strong knowledge of financial products (Investments, Risk, and Employee Benefits) and the South African regulatory environment (FAIS, FICA, POPIA). Exceptional organizational skills with the ability to manage multiple deadlines with high accuracy. Professional communication skills, both written and verbal. What's on Offer Competitive market-related salary, negotiable based on experience. The opportunity to work within a highly professional and collaborative team environment. Exposure to a diverse range of investment portfolios and financial instruments. A stable and structured career path within a leading financial services organization.