Wealth Administrator (Independent Contractor)
Location: Bellville, Cape Town (hybrid)
Salary: Market related
Keep complex client portfolios running smoothly while being the calm, organised centre of a growing wealth practice.
Is this you?
You’re a proactive, detail-obsessed self-starter who thrives on structure but navigates change with ease. You communicate clearly (in English and Afrikaans), juggle multiple priorities without dropping the ball, and you live our values of honesty, integrity and client care.What you’ll be doing (and why you’ll enjoy it)
You’ll gather client and product information, prepare and collate documentation to implement financial and investment plans, resolve client queries, and keep the CRM and internal data warehouse accurate and up to date. You’ll also monitor compliance requirements, liaise across a broad range of product providers, and ensure nothing slips through the cracks in a deadline-driven environment.Where you’ll be doing it
Join this well established, client-centric independent wealth management practice based in Bellville. You’ll join a small, professional team that values accountability, precision and service excellence, with hybrid working that still keeps you closely connected to clients and colleagues.What you’ll need
At least 3 years’ experience in the investment/financial planning industry in a support role with sound understanding of various investment and risk products. Your strong CRM discipline and data accuracy is needed along with your excellent interpersonal and written communication skills (English & Afrikaans). A resilient, “can-do” mindset and comfort with deadlines will help you succeed in this role. To be considered you need your own reliable transport and how you show up professionally will make you stand out.What you’ll get
Flexibility through hybrid work, exposure to a wide range of products and providers, and the chance to make a visible impact in a high-trust, values-driven practice. Get the stability of a long term career growing with the Wealth Manager and Paraplanner, with their growth you will grow, this is not a stepping stone to becoming an Advisor.How to apply
For a confidential discussion please contact Claudette Du Preez on (021) 035 1432 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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