Financial Planning and Investment Admin Assistant
Location: Bedfordview, Gauteng
Salary: Market related
Do you love doing all the technical admin and support that enables your Financial Planner to succeed?
Is this you?
You’re a driven, well-spoken individual with a natural flair for building relationships and doing client service. Your professionalism and social skills make you confident when interacting with high-net-worth clients. You’re organized, detail-oriented, and eager to learn. With a solid foundation in financial planning admin, you’re now looking to join a dynamic team where you can develop further in the field of financial planning and investments.
What you’ll be doing (and why you’ll enjoy it)
In this role, you’ll play a key part in supporting the business with administrative tasks across client portfolios. You’ll handle new business processing, servicing, and reviewing of client accounts, ensuring everything runs smoothly and in line with established protocols. You’ll liaise with clients, providing excellent support and maintaining professionalism over the phone, while collaborating with investment, risk, and associated companies. Your meticulous attention to detail will ensure compliance and efficiency in everything you do.
Where you’ll be doing it
Our client is a well-established and growing financial planning firm based in Bedfordview. They specialize in managing investment and risk portfolios for high-net-worth individuals. Known for their client-centric approach, they offer a supportive and professional environment where growth is encouraged, and excellence is rewarded.
What you’ll need
To thrive in this role, you’ll need a matric qualification, a valid driver’s license with your own vehicle, and 2-5 years of experience in financial planning admin and support. Competency in Microsoft Office and financial admin systems is a must, while experience with CRM programs like XPlan is a plus. Your ability to learn and adapt quickly will be key, as will your fluency in English and your presentable, professional demeanour. You will be office based daily so ideally you need to live in the East Rand.
What you’ll get
This is your chance to join a growing firm that values your contribution. You’ll work with a professional team in a positive, growth-oriented environment, with exposure to high-net-worth clients and cutting-edge financial planning processes. A market-related salary and opportunities to expand your skills are on offer.
How to apply
For a confidential discussion please contact Claudette on 021/035/1433 or send your CV to c.dupreez@thetalentexperts.co.za
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