Wealth Administrator

Join a dynamic wealth management environment where you'll play a key role in delivering a seamless onboarding and servicing experience for high-net-worth clients.

• Contribute directly to the client experience by preparing fully compliant new-business cases
• Work closely with Private Wealth Managers and internal stakeholders across a fast-paced, client-centric environment
• Engage with high-net-worth clients and leading industry providers
• Be part of a team that values professionalism, accuracy, and strong client relationships

• Manage the full client onboarding & FICA verification process
• Generate provider quotes, investment proposals, and risk proposals
• Handle end-to-end case management :
• Prepare internal and provider documentation
• Upload signed documents to internal CRM / platforms
• Implement transactions for both new and existing clients
• Maintain high-quality record keeping and ensure full compliance on all cases
• Draft and send client and provider correspondence
• Process servicing transactions, including :
• Switches and fund selections
• Risk servicing
• Debit order amendments
• Withdrawals and additional contributions
• Resolve ad-hoc client queries (beneficiary changes, personal detail updates)
• Liaise with internal stakeholders (Wealth Managers, Compliance, Managers) and external parties (clients, providers, broker consultants)

• Minimum 3 years' paraplanning or case-preparation experience
• Strong understanding of Record of Advice, Financial Needs Analysis & regulatory compliance
• Solid financial services product knowledge
• Matric + RE5
• Computer literacy and excellent written / verbal communication skills
• Ability to manage workload independently and meet deadlines in a high-pressure environment
• Strong attention to detail, sound judgement, and client-centric mindset
• High resilience, professionalism, and proactive problem-solving capabilities
• 5+ years' experience in case preparation
• Exposure to Elite system (advantageous)
• Wealth Management qualification (NQF 5 / 6, 120 credits) or CFP advantageous

• High exposure to private wealth and complex client portfolios
• Opportunity to build strong technical expertise in financial planning processes
• Collaborative role with both operational and client-facing interactions
• Fast-paced environment ideal for individuals who enjoy structured, compliance-focused work