Financial Planning Administrator

Kloof, Durban, South Africa

• City/Town Kloof, Durban
• Country South Africa

Looking to advance your administration career within an established financial planning environment in Upper Highway, KZN?

An established financial services practice isseeking a detail-driven Advisory Assistant to deliver complete operational support across client onboarding, instructions, and record compliance. In thisrole you will be responsible for delivering administrative and operational excellence. The role is integral to maintaining high-level client relationshipstandards, overseeing client instructions, managing documentation, and drivingservicing activities with precision .

Workingin 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.

• 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 tofinish .
• Maintain accurate, compliant, and audit-ready client records while strictly protecting confidentiality and adhering to internal standards .
• Manage daily administrative workflows efficiently through activesystem usage and collaborative teamwork .
• Contribute to broader business goals by demonstrating company values, maintaining professionalism, and supporting team members to strengthenclient service .

Strong computer literacy .
High level of accuracy, diligence, and organizational ability .
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 .
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 businessqualification is preferred
Working knowledge in the following software systems would be advantageous :
Microsoft office, electronic signature platforms, CMR, Astute, nCino, or similar