Financial Planning Administrator

In brief

**Overview** The role is for a Financial Planning Administrator at an established financial services practice in Upper Highway, KZN, offered by RecruitMyMom. This position is responsible for delivering complete operational support across client onboarding, instructions, and record compliance, focusing on administrative and operational excellence. The role is integral to maintaining high-level client relationship standards, overseeing client instructions, managing documentation, and driving servicing activities with precision. Working in a structured and compliance-focused setting, the position ensures accurate, efficient, and audit-ready client records while contributing to a seamless client experience. The successful candidate will act as a primary operational link between clients, financial advisors, and product providers. **What you will do** * Serve as the main coordination point between clients, financial advisors, and service providers to support clear communication and professional service delivery. * Support client onboarding, new business processing, and ongoing client servicing by processing instructions and documentation from start to finish. * Maintain accurate, compliant, and audit-ready client records while strictly protecting confidentiality and adhering to internal standards. * Manage daily administrative workflows efficiently through active system usage and collaborative teamwork. * Contribute to broader business goals by demonstrating company values, maintaining professionalism, and supporting team members to strengthen client service. **Requirements (from the original advert)** * Previous experience in financial planning, investments, insurance, or a related financial services environment. * Previous experience supporting financial advisors and managing client instructions. * A relevant administrative, financial services, or business qualification is preferred. * Working knowledge of Microsoft Office is essential, with the following software systems being advantageous: CRM, Astute, nCino. * Professional communication, problem-solving, and time-management skills. * Ability to work independently, collaborate effectively, and operate under pressure to meet tight deadlines. * High level of honesty and integrity. **Who should apply** An individual looking to advance their administration career within an established financial planning environment, particularly someone detail-driven. The ideal candidate will have previous experience in financial planning, investments, insurance, or a related financial services environment, specifically supporting financial advisors and managing client instructions. They should possess professional communication, problem-solving, and time-management skills, with the ability to work independently, collaborate effectively, and operate under pressure to meet tight deadlines. A high level of honesty and integrity is required. This role is suited for someone who can deliver administrative and operational excellence in a structured, compliance-focused setting, while maintaining high-level client relationship standards. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/financial-planning-administrator-recruitmymom Source: myjobmag

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At a glance

• Microsoft Office

Extracted automatically from the advert; confirm requirements on the original listing.

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