Wealth Administrator

Durban, South Africa | Posted on 09/01/2026

An upmarket and established financial planning corporation is seeking a Wealth Administrator with industry knowledge and experience, who thrives on organization, precision, and building meaningful client relationships. In this role, you will be at the heart of their financial planning process, ensuring all forms are completed accurately, coordinating with product providers to deliver timely solutions, and keeping the team on track.

Your expertise in financial planning processes will allow you to identify and resolve inefficiencies, safeguard against errors, and streamline workflows. By managing these details with care and professionalism, you will help create a seamless, high-quality client experience, ensuring every interaction reflects the standards and thoughtful service that define the corporation.

This is a full-time in-office role (Monday - Friday) based at the company's offices in Westville, Durban.

• Client Engagement: Act as the primary point of contact for clients, managing communications, setting up meetings, and building strong client relationships.
• Client Support: Handle client queries promptly and foster ongoing relationship‑building efforts to ensure client satisfaction.
• Process Paperwork: Obtain necessary forms for withdrawals, switches, retirement, transfers, additions, change of details and compliance forms etc.
• Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment information, and ensure that all details are accurate and up-to-date.
• Team
  
  Collaboration:
  
  Work closely with the financial planning team to ensure that all administrative tasks are completed accurately and on time, supporting the overall efficiency of the team.

• Level 5 Higher Certificate in Financial Planning/Wealth Management Certificate (or equivalent) would be a distinct advantage.

• A background collaborating with financial planners in an individual business capacity (not corporate/employee benefits).
• A minimum of 3 years' experience.
• Tech‑savviness with tools like XPlan or financial planning software, Astute, SharePoint, Outlook, Word, and Excel.