Looking to advance your administration career within an established financial planning environment in Upper Highway, KZN?
An established financial services practice is seeking a detail-driven Advisory Assistant to deliver complete operational support across client onboarding, instructions, and record compliance. In this role you will be responsible for delivering 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.
Key Responsibilities
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
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 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.