Job description:

• The successful candidate will be responsible for administration of investment business, processing of new applications and maintenance of investment book.

Responsibilities:

• Interaction with clients (management of relationships and providing client services)
• Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers
• Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash management and Forex payments
• Processing client queries and instructions
• Administering all Investment and risk products
• Maintaining CRM system
• Preparing and distributing Tax statements as well as monthly/quarterly statements
• Manage Administrative Documentation (detailed records)
• Build and maintain good working relationships

Minimum requirements:

• Matric
• Relevant BCom Degree in Financial Planning / Investment Management
• 1- 2 years’ relevant work experience within the financial services industry
• Proficient in English, both spoken and written and one other official South African language
• Computer literacy (MS Office – Advanced MS Excel)
• Postgraduate Diploma in Financial Planning (Advantageous)
• CFP Qualification (Advantageous)

Competencies required:

• Ability to work as part of a team
• Attention to detail
• Be able to work under pressure
• Reliable
• High communication skills (verbal & written)
• Willingness to learn and take instruction
• Time management
• Open to engaging with clients

Deadline:5th  January,2026