ABOUT THIS ROLE
Are you a detail-driven financial services professional with a passion for client service, compliance, and operational excellence?
Our client is looking for a Senior Wealth Administrator to join their growing team. In this full-time role, you’ll play a key part in managing client portfolios, ensuring seamless administration, and applying your knowledge of financial products, compliance frameworks, and reporting standards.
This is an exciting opportunity for someone who is not only meticulous and efficient, but also ready to step up into a leadership role – mentoring junior staff, improving workflows, and contributing to the success of a dynamic team.
If you’re collaborative, organised, and thrive in a fast-paced financial environment – we want to hear from you.
WHAT YOU WILL DO
🔹 Manage the full administration of client portfolios, including switches, withdrawals, contributions, transfers, and reviews
🔹 Process new business and service requests across multiple providers (e.g., Allan Gray, AIMS, Old Mutual, Credo, SwissQuote)
🔹 Ensure accurate submission of applications, compliance documents, and audit requirements
🔹 Maintain client records and portfolio data on Xplan and other provider platforms
🔹 Liaise with product providers, platforms, and internal teams to ensure smooth client service
🔹 Apply regulatory knowledge to ensure compliance and uphold high-quality advice standards
🔹 Mentor and support junior staff, delegating tasks and providing training in systems and processes
🔹 Drive operational improvements by contributing to workflow and process enhancements
🔹 Generate accurate reports and ensure timely client communication
WHAT WE ARE LOOKING FOR
✅ 4–5 years’ experience in Wealth Management / Financial Planning Administration
✅ Proficient in Xplan and financial provider platforms
✅ Strong technical knowledge of Local & Offshore Investments, Pensions, Endowments, RAs, and Estate Planning
✅ Clear understanding of compliance frameworks and advice documentation
✅ Excellent organisational skills, with sharp attention to detail and time management
✅ Strong communicator with interpersonal skills to build relationships across teams and with clients
✅ Experience mentoring or leading a team—or strong desire to step into leadership
✅ Ability to thrive in a collaborative, fast-moving environment
If you’re ready to take the next step in your financial services career – both technically and as a future leader – Apply now!