2030 Saica Trainee Accountant - Financial Services, Johannesburg

Job Description

Hybrid : some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Location : Johannesburg North (Fourways area), Gauteng

Salary : R15,000 - R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Responsibilities

• Client Administration Support : Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.
• New Business Applications : Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.
• Documentation & Reports : Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.
• Recordkeeping & Compliance : Managing accurate records and documentation, ensuring compliance with regulatory standards.
• General Administrative Support : Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Qualifications & Experience

Job Details

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