Administrative Assistant to Financial Adviser

About the role

A client of The Recruitment Council is looking for an experienced administrative assistant to support its team of financial advisers and deliver high-quality service to a dedicated portfolio of clients. The role is based in Cape Town and involves handling client portfolios, business processing and compliance.

Key responsibilities

• Take full ownership of a client portfolio and act as the primary support contact, managing advisers' diaries
• Process new business, investments, risk products, medical aids and client requests end to end
• Coordinate and process fee renewals, annual client reviews and income revisions
• Assist with deceased estate and trust administration (resolutions, minutes, filing)
• Maintain accurate, up-to-date client records in the CRM
• Follow FICA, FAIS, POPIA and TCF legislation and enforce clean-desk, data privacy and secure payment practices

Required profile

• Fluent Afrikaans (read, write, speak) and professional English
• 5+ years of administrative experience in the South African financial services, insurance or investment industry
• Matric (Grade 12); a Certificate in Financial Planning or passed RE exams is a major advantage
• Valid driver's licence and own reliable transport
• Self-motivated, detail-oriented and client-focused

Required skills

• At least one CRM system: @Work, Workpool, Elite Wealth or XPlan
• At least two investment platforms: NinetyOne, Allan Gray or Glacier
• At least two life insurance platforms: Discovery, Momentum or Sanlam
• MS Office (Outlook, Excel, Word) and modern productivity tools such as MS 365 Copilot/AI