Financial Planning Administrator

Looking to advance your administration career within an
established financial planning environment in Upper Highway, KZN?

An established financial services practice is
seeking a detail-driven Advisory Assistant to deliver complete operational
support across client onboarding, instructions, and record compliance. In this
role you will be responsible for delivering administrative and operational
excellence. The role is integral to maintaining high-level client relationship
standards, overseeing client instructions, managing documentation, and driving
servicing activities with precision.

Working
in a structured and compliance-focused setting, the position ensures accurate,
efficient, and audit-ready client records while contributing to a seamless
client experience. The successful candidate
will act as a primary operational link between clients, financial advisors, and
product providers.

Key Responsibilities

·       Serve as the main coordination point between clients, financial
advisors, and service providers to support clear communication and professional
service delivery.

·       Support client onboarding, new business processing, and ongoing
client servicing by processing instructions and documentation from start to
finish.

·       Maintain accurate, compliant, and audit-ready client records
while strictly protecting confidentiality and adhering to internal standards.

·       Manage daily administrative workflows efficiently through active
system usage and collaborative teamwork.

·       Contribute to broader business goals by demonstrating company
values, maintaining professionalism, and supporting team members to strengthen
client service.

Requirements

Benefits