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Wealth Admin
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7 days ago97 views
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General Details
Description
Ready to grow your career in a fast-paced, client-focused financial services environment? A high-performing Private Clients team in Umhlanga is looking for a driven Finance Administrator to take full ownership of their expanding investment and life administration portfolio.
This is a pivotal support role where precision, organisation, and proactive client service truly matter. If youre detail-obsessed, deadline-driven, and thrive in a high-performance setting, this could be your next career move.
Key Responsibilities:
Requirements:
This is a pivotal support role where precision, organisation, and proactive client service truly matter. If youre detail-obsessed, deadline-driven, and thrive in a high-performance setting, this could be your next career move.
Key Responsibilities:
- Full administrative support to Wealth Managers
- Keeping client records accurate, updated, and fully compliant
- Coordinating account openings, investment instructions, and policy reviews
- Managing diaries, scheduling, and travel arrangements
- Responding promptly to client and internal enquiries
- Applying FICA/FAIS knowledge across daily operations
- Assisting with switches, top-ups, and prepping for client review meetings
Requirements:
- Matric plus 4-6 years of investment admin or financial services experience
- A relevant BCom Degree/ Diploma
- Solid understanding of FICA and FSCA regulatory requirements
- Proficiency in Microsoft Office (especially Excel)
- Exceptional attention to detail and a structured work approach
- Ability to work independently and collaboratively
- Strong communication skills with a client-first mindset
https://www.jobplacements.com/Jobs/W/Wealth-Admin-1240274-Job-Search-11-18-2025-00-00-00-AM.asp?sid=gumtree
Id Subtitle 1343303392
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The ideal candidate will have strong financial and managerial expertise, a solid understanding of the automotive or wholesale industry, and the ability to lead a finance team in a fast-paced environment. This is an excellent opportunity for a proactive professional who wants to make a measurable impact on company performance and growth.Key Duties & Responsibilities:Financial Management & Reporting:Oversee all financial operations, including budgeting, forecasting, cash flow management, and monthly management reportsPrepare accurate financial statements in compliance with accounting standardsAnalyze financial performance and provide insights to senior managementManage cost control initiatives and identify areas for efficiency improvementsAccounting & Compliance:Supervise the accounting team and ensure that all transactions are recorded accuratelyOversee accounts payable, accounts receivable, payroll, and reconciliationsEnsure compliance with tax laws, audits, and statutory requirementsMaintain strong internal controls and implement financial policies and proceduresStrategic & Operational Support:Work closely with operations, sales, and procurement to support financial decision-makingProvide financial input for pricing strategies, stock management, margin analysis, and supplier negotiationsSupport business expansion, financial planning, and risk managementLead financial planning for new projects, investments, and capital expenditureLeadership & Team Management:Manage, mentor, and develop the finance teamOversee staff performance, training, and developmentPromote a culture of accuracy, accountability, and continuous improvementQualifications & Experience:Bachelors Degree in Accounting, Finance, or a related field (SAIPA/SAICA/ACCA preferred)Minimum 810 years experience in financial managementExperience in the automotive, wholesale, or manufacturing sector is an advantageStrong knowledge of accounting principles, tax legislation, and financial reportingProficiency in accounting softwareExcellent leadership, analytical, and problem-solving skillsHigh attention to detail, strong organizational skills, and the ability to work under pressureStrong communication skills and the ability to collaborate across department Apply now! If you are interested in this opportunity, please apply directly. For more vacancies, please visit
https://www.executiveplacements.com/Jobs/F/Financial-Manager-1244667-Job-Search-12-04-2025-00-00-00-AM.asp?sid=gumtree
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