Administrator – Financial Services

About the role

The client, an established financial planning practice in Durban, seeks a proactive and highly organized Administrator to support Financial Planners, product providers, and clients. Full training on all tasks will be provided.

Key responsibilities

• Process client risk and investment applications, new business, switches, redemptions, debit order changes and general servicing requests.
• Ensure strict adherence to product provider cut‑off times and maintain zero overdue tasks.
• Liaise with clients, product providers and assurance companies via phone and email to obtain portfolio information, statements and tax certificates.
• Handle client queries and complaints, supporting timely resolution.
• Prepare client meeting files, finalize them within 24 hours and manage no‑show or missed‑meeting files.
• Update client details in XPlan, confirm email addresses, and save documentation in the correct network folders.
• Assist with estate administration, preparing estate packs and coordinating with attorneys, clients and beneficiaries.
• Provide reception cover, operate the switchboard and support function coordination as needed.

Required profile

• Broad knowledge of financial services and client service processes.
• Prior experience in a financial planning environment is preferred.
• Strong attention to detail, high accuracy and ability to work under pressure.
• Excellent verbal, written and telephonic communication skills.
• Independent problem‑solver with a strong sense of accountability.

Required skills

• Proficiency with XPlan client management system.
• Advanced computer literacy, especially MS Word, Excel and Outlook.
• Ability to manage databases and maintain accurate records.