Investment Administrator

Wealth Manager Administrator (Independent Contractor)📍 Location: Northern Suburbs, Cape Town🏢 Full-time, in-office position🚗 Own transport essential💼 Experience: 3–5 years within the investment / financial planning industryOur client’s independent wealth management practice is expanding, and they are seeking a professional, detail-oriented Wealth Management Administrator to join their team.They are looking for a motivated individual with exceptional organisational skills, strong attention to detail, and a genuine passion for delivering outstanding client service.If you take initiative, thrive in a structured yet evolving environment, and enjoy contributing to clients’ financial success — we would love to hear from you.Key ResponsibilitiesCollect and manage client and product informationPrepare documentation to support the implementation of financial and investment plansHandle and resolve client enquiries efficiently and professionallyMaintain and update our Client Relationship Management (CRM) system and internal data warehouseEnsure all compliance requirements are met and maintainedCompetencies and SkillsA proactive, self-motivated individual with a strong sense of ownershipExceptional attention to detail and excellent organisational abilityClear and professional communication skills in both English and AfrikaansStrong interpersonal skills with the ability to work effectively across various levelsDemonstrated ability to work under pressure and manage multiple prioritiesUpholds the highest standards of honesty, integrity, and professionalismAdaptable and able to work independently as well as within a team environmentExperience and Requirements3–5 years of experience in the investment or financial planning industrySolid understanding of investment and risk productsProven experience working with a range of financial product providersBased in the Northern Suburbs of Cape Town with reliable own transportIf you meet the requirements please send us your CV – info@yourhroutsourced.co.za