Financial Planning Administrator (Contract)

Our client is a well-regarded player in the financial services industry, offering advisory and investment planning solutions. The business supports a network of financial professionals through structured operational and administrative frameworks.

This 9-month contract role is responsible for supporting the day-to-day administrative and client servicing functions. The Administrator will assist in documentation, onboarding, compliance tracking, and maintaining accurate client records using internal systems.

Key Responsibilities :

• Process client documentation and ensure compliance with onboarding procedures.
• Capture, update, and maintain client data using CRM systems.
• Liaise with product providers and internal teams for application submissions and follow-ups.
• Assist with FICA and AML checks and maintain compliance documentation.
• Manage incoming queries and provide timely administrative responses.
• Prepare supporting materials for client meetings and financial reviews.
• Upload documentation into internal systems and ensure accurate filing.
• Support internal reporting and practice tracking where required.
• Coordinate diaries, follow up on tasks, and ensure deadlines are met.
• Contribute to general office administration and team support.

Key Attributes :

Requirements :

Remuneration :

R8 000 - R10 000pm Cost to Company