Wealth Management Advisory Assistant

Durban, South Africa | Posted on 09/09/2026

Our clientis a highly respected, premier wealth management firm dedicated to deliveringbespoke financial planning, investment strategies, and high-touch privateclient services. Driven by core values of Integrity, Respect, Ownership, andExcellence, they foster a collaborative and professional culture focused onlong-term client retention and acquisition.

They areseeking a highly detailed, analytical, and personable Advisory Assistant to work directly alongside an Advisory Partner. In this pivotal support role,you will manage end-to-end client administration, execute complex investmentinstructions, assist with financial calculations, and ensure a seamless,high-care experience for private clients.

Key Responsibilities

• Client Communication& Service Excellence: Act as a warm, responsive liaison forclients—handling queries, requesting onboarding documentation (FICA/KYC),arranging meeting schedules, and assisting with client events.
  
• ComprehensiveAdministrative Management: Prepare documentation packs for advisormeetings, process new business onboarding, load client profiles onto theCRM, and manage the annual client review schedule.
  
• Transaction Execution& Workflow Tracking: Submit, monitor, and track essentialfinancial instructions—including ad-hoc top-ups, withdrawals, portfolioswitches, maturities, income changes, and Section 14/50 transfers.
  
• Technical &Financial Calculations: Perform fund allocation calculations,CGT (Capital Gains Tax) calculations for switches/withdrawals, generatefee reports, and produce client performance analysis summaries.
  
• Practice &Compliance Management: Maintain compliance records (FICA, FAIS,regular screening), manage depleted holdings, ensure signed clientmandates are up to date, and maintain accurate filing for client documentsand Wills.
  
• Office & Team Collaboration: Assist with reception coverage on a rotational basis and mentor fellow administrative team members to support a thriving office culture
  

Requirements

• Proven track record inan administrative or support capacity within a financial planning, wealthmanagement, or LISP environment.
  
• Strong proficiency withMS Office (Outlook, Excel, Teams), SharePoint, and financial CRM software.
  
• Comfortable performingbasic financial calculations (CGT, fund allocations, performancereporting) with exceptional accuracy.
  
• Meticulous attention todetail, strong problem-solving ability, excellent time management, and theemotional intelligence to communicate professionally with high-net-worthclients.
  
• High degree of honesty,discretion, and integrity
  

Included as part of the CTC: Grouprisk, medical aid, provident fund, gap

#J-18808-Ljbffr