Administrative Assistant to Financial Advisors
Location: Durbanville, Cape Town
Salary: Market related
Behind every exceptional Financial Advisor is an administrator who keeps everything running seamlessly.
Is this you?
Organisation is your superpower, and you genuinely enjoy supporting others to succeed. You’re meticulous, client-focused and thrive in a structured financial services environment where accuracy, professionalism and confidentiality are essential. Fluent Afrikaans and strong communication skills allow you to build lasting relationships with both clients and advisers.What you’ll be doing (and why you’ll enjoy it)
You’ll take ownership of your own client portfolio, supporting Financial Advisors with investment, insurance, medical aid, trust and estate administration. From processing new and existing business to managing client reviews, broker diaries and platform requests, you’ll become the trusted point of contact for clients and product providers. You’ll enjoy this role because it offers variety, responsibility and the satisfaction of delivering exceptional client service while making a meaningful impact every day.Where you’ll be doing it
Join a well-established independent financial planning practice known for delivering personalised wealth management solutions and building long-term client relationships. You’ll work within a collaborative, professional team that values integrity, service excellence, continuous improvement and embracing technology to enhance the client experience. You’ll be fully office based in Durbanville so living in the northern suburbs is ideal.What you’ll need
Matric, at least 3 years’ experience in financial planning administration, and fluency in Afrikaans and English are essential. Experience with CRM systems such as XPlan, @Work, Workpool or Elite Wealth, investment platforms including Allan Gray, Glacier or Ninety One, and life companies such as Discovery, Momentum or Sanlam will set you apart. Knowledge of FAIS, FICA, FATCA, POPIA and Microsoft Office is important, while RE exams or a Financial Planning qualification would be advantageous.What you’ll get
An opportunity offering excellent long-term career stability, flexi-time, 18 days’ leave, group retirement and life benefits, potential 13th cheque and exposure to an experienced financial planning team.How to apply
For a confidential discussion please contact Claudette Du Preez on LinkedIn, (021) 035 1433 or send your CV to c.dupreez@thetalentexperts.co.za – 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.Applicant Consent
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