Wealth Management Administrator

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Admin Insurance Finance
Reference: SW006351/AM

Apply before Jul 04 2026 | 30 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

Somerset West - Financial Services Provider is seeing to employ a Wealth Management Administrator. The ideal candidate will provide comprehensive administrative support related to client investments, financial products, risk policies, medical aid & GAP-cover while ensuring that all client records, transactions, and documentation comply with applicable regulatory requirements, including Financial Intelligence Centre Act (FICA) and Financial Advisory and Intermediary Services (FAIS) legislation. The role ensures efficient processing of investment instructions and maintains accurate client records to support high-quality client service.

Key Responsibilities

Administration (Investments, Long-term risk policies, Medical aid & GAP-cover)

Process instructions including:

New business applications
Advisor appointments on existing investments and policies
Investment additional contributions
Investment withdrawals
Investment switches and transfers

Prepare and submit documentation to product providers
Track and follow up on outstanding transactions with asset managers, investment platforms, insurance providers, medical aid and GAP-cover providers
Maintain accurate records of all client transactions

Client Administration

Open and maintain client files and records
Update client personal details and financial information on the CRM system
Prepare client documentation packs for financial advisors
Assist with the preparation of review packs and client reports
Schedule and coordinate client meetings where required
Respond to client administrative queries in a professional and timely manner

Regulatory Compliance (FICA & FAIS)

Ensure all client records meet FICA identification and verification requirements
Obtain and maintain up-to-date FICA documentation (ID, proof of address, etc.)
Verify client information and perform necessary due diligence checks
Ensure that all documentation required under FAIS regulations is complete and filed correctly

Documentation and Record Management

Maintain organised electronic and/or physical client filing systems
Ensure secure storage of confidential client information
Update and maintain compliance registers and documentation logs
Assist with document retrieval during compliance audits

Operational Support

Support financial advisors with administrative preparation for client engagements
Assist with preparation of client proposals and documentation packs
Liaise with product providers and investment platforms regarding administrative issues
Support internal operational processes to improve efficiency

Key skills and competencies

Strong administrative and organisational skills
High attention to detail and accuracy
Understanding of financial products, long-term risk benefits, medical aid, GAP-cover and investment administration processes
Knowledge of FICA and FAIS regulatory requirements
Ability to work independently and manage multiple tasks
Strong communication and client service skills
Ability to handle confidential information with discretion
Good problem-solving and follow-up ability

Qualifications and Experience

Matric / Grade 12
2–4 years administrative experience in financial services, investments, or wealth management

Advantageous

Certificate or diploma in Finance, Business Administration, or Wealth Management
Experience working with investment platforms or financial planning software
Understanding of FICA and FAIS compliance processes

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.