Financial Planning Administrator

About the role

This full‑time position supports a busy Wealth Manager by ensuring all administrative processes run smoothly. You will work on‑site in a professional financial services environment, handling both digital and physical documentation with a focus on accuracy.

Key responsibilities

• Capture information onto internal systems and maintain up‑to‑date records.
• Organise and file digital and physical documents, ensuring easy retrieval.
• Prepare, print, and scan paperwork, guaranteeing forms are completed correctly.
• Assist with general office administration tasks as needed.
• Provide reliable support to the Wealth Manager to enhance overall efficiency.

Required profile

• Matric qualification.
• Previous administrative experience in financial planning, wealth management, or insurance.
• Confidence using computer systems.
• Excellent organisational skills and strong attention to detail.
• Ability to manage repetitive tasks with high accuracy.
• Proactive attitude and willingness to learn.

Required skills

• Computer systems proficiency.
• Data entry.

What we offer

• Stable, supportive team environment.
• Exposure to the financial services industry.
• Opportunities to develop an administrative career.