Administrative Assistant Financial Adviser Jobs in Bellville

Candidates searching for Administrative Assistant Financial Adviser jobs in Bellville can consider this permanent opportunity advertised by Werkie.

The successful candidate will provide administrative support to a Financial Adviser or Planner and manage processes associated with an established portfolio of clients.

The recruiting client operates within financial services and wealth advisory, providing services that cover areas such as investments, retirement and estate planning, insurance, risk management and employee benefits.

About the Position

This position combines financial-services administration with direct support for a Financial Adviser/Planner.

The successful applicant will help manage an assigned client portfolio while ensuring administrative requests, reviews and new-business processes are followed through efficiently.

The role also involves communicating with clients and other relevant parties, maintaining accurate records and organising the adviser’s appointments and meetings.

Because sensitive financial and client information will be handled, accuracy, professionalism and confidentiality are important aspects of the position.

Key Responsibilities

The Administrative Assistant will support the day-to-day management of an allocated portfolio of clients.

Key duties include:

• Supporting the administration of an assigned client portfolio.
• Processing new and existing financial-services business.
• Working with investment, risk, medical-fund, trust and estate matters.
• Tracking client reviews and requests to ensure outstanding work is completed.
• Organising the Financial Adviser/Planner’s diary, appointments and meetings.
• Handling client communication professionally.
• Processing instructions and requests received from advisers and clients.
• Assisting with annual client reviews, income reviews and fee renewals.
• Providing administrative support involving estates and trusts.
• Managing electronic documents, filing and scanning.
• Keeping CRM information accurate and current.
• Handling confidential financial and client documentation appropriately.

These responsibilities have been rewritten for JobMarketSA while preserving the factual duties stated in the original advertisement.

Minimum Requirements

Applicants must have Matric (Grade 12) and at least five years of relevant work experience.

Candidates should have previous experience within financial services, insurance or investment administration. Experience supporting Financial Advisers or Planners and managing client portfolios is also required.

Applicants should have experience processing both new and existing business and should be familiar with investment and life-insurance platforms. The advertisement specifically mentions platforms including Ninety One, Allan Gray, Glacier, Discovery, Momentum and Sanlam.

Computer skills are also important. Candidates should be proficient in Microsoft Word, Excel and Outlook and have experience with CRM platforms. Examples mentioned by the advertiser include @Work, Workpool, Elite Wealth and XPlan.

Knowledge and Additional Qualifications

Candidates should have general knowledge of financial services, investments and insurance.

Knowledge of regulatory and compliance requirements including FICA, FAIS, FATCA and POPIA is also required.

The following would be advantageous rather than mandatory:

• An industry-related qualification such as a Certificate in Financial Planning.
• Financial-services-related training or qualifications.
• RE examinations.

Salary and Job Type

Salary: R23,000–R24,000
Employment Type: Permanent
Job Type: Full Time
Location: Bellville, Western Cape
Reference: AD 106

PNet currently identifies the vacancy as a permanent, full-time position.

How to Apply

Applications should be submitted through the original PNet vacancy.

Apply for the Administrative Assistant position on PNet

Applicants should review the original advertisement before applying and confirm that the vacancy remains available.

Important Notice

JobMarketSA is not Werkie and is not the employer responsible for this vacancy. This vacancy has been independently rewritten and presented by JobMarketSA using information published in the original job advertisement.

Applications are completed through the original vacancy provider. Job seekers should never pay anyone to submit a job application.