Wealth Management Administrator

Minimum requirements: Education & Certifications Matric (Grade 12) required. RE5 Certificate preferred (or willing to obtain within 12 months). Advantageous : NQF Level 4 or 5 in Financial Planning / Wealth Management. Experience Minimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance). Proven experience in new business processing and client servicing. Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.) Skills & Competencies Strong administrative and organisational skills. Demonstrate competency in Section 14 transfer process, provident fund transfers, Retirement transfers and strong general investment knowledge Excellent verbal and written communication skills (English). High attention to detail and accuracy. Ability to prioritise tasks and meet deadlines under pressure. Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system). Attributes Client-focused attitude with strong work ethic. Team player but able to work independently. Confidential and professional. Consultant: Jane Scorgie - Dante Personnel Johannesburg

Location: Rosebank, ZA

Posted Date: 7/3/2025