Permanent Wealth Management Administrator | Frogg Recruitment Vacancies
Job Description
Frogg Recruitment Vacancies – Wealth Management Administrator
Location: Johannesburg, Gauteng
Company: Frogg Recruitment
Job Type: Permanent
Job Sector: Financial Services
Wealth Management Administrator – Sandton, Johannesburg
Company: Frogg Recruitment
Job Summary
Our Wealth Management client seeks an experienced Wealth Management Administrator with 5+ years of proven expertise in wealth management. The role involves providing efficient, accurate, and professional administrative support for new business processing, client servicing, policy administration, and investment transactions.
If you’re currently working in a financial advisory or brokerage environment, this opportunity is perfect for you.
Salary: Market-related plus commission (new business), commensurate with experience and qualifications
Position Type: Permanent
Hours: 8:00 AM – 4:30 PM
Minimum Requirements:
- Matric (Grade 12) required.
- RE5 Certificate preferred (or willing to obtain within 12 months).
- NQF Level 5 in Financial Planning / Wealth Management.
- Minimum 5 years of relevant administration experience in financial services (investments & long-term insurance).
- Experience in new business processing and client servicing.
- Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).
- Proficiency in Section 14 transfers, provident fund transfers, retirement transfers, and strong investment knowledge.
- Strong administrative and organisational skills, with high attention to detail.
- Excellent verbal and written communication (English).
- Ability to prioritise tasks and meet deadlines under pressure.
- Proficient in MS Office (Excel, Word, Outlook) and CRM/policy admin systems (e.g., Astute, Elite Wealth).
Key Responsibilities:
- New Business Administration: Process and submit new long-term insurance and investment applications accurately and efficiently.
- Client Servicing: Manage client queries regarding existing policies and investments.
- Compliance & Record Keeping: Maintain precise, up-to-date records on CRM and policy administration systems.
- General Administration: Liaise professionally with advisors, product providers, and clients; assist with daily office tasks as required.
Apply Now – Submit your application through Frogg Recruitment.
APPLY NOW
63 total views, 1 today