Administrator | Morningside, Durban

Our client, an investment‑led financial planning business based in Morningside, Durban, is looking for a dedicated Administrator to join their growing team. This is a permanent position designed for a methodical professional who thrives in a relationship‑oriented environment.

Key Requirements

Education: A valid Matric certificate.

Experience: At least 3 years of experience within the financial services or investments industry.

Industry Knowledge: Prior experience at a CAT I FSP, specifically handling investments, long‑term insurance, employee benefits, medical aid, and gap cover.

Technical Literacy: High competence in Microsoft Office (Excel, Word, and Outlook).

Regulatory Awareness: A solid understanding of the Financial Services Industry ecosystem, including FAIS and FICA legislation.

Responsibilities

Compliance Support: Preparing compliance documentation for client files and audits.

Meeting Preparation: Creating policy schedules, investment reports, and physical meeting files for advisor‑client sessions.

Client Liaison: Resolving administrative tasks via telephone and online platforms with clients and service providers.

Query Management: Assisting with client queries and providing detailed feedback to the Admin Manager.

General Administration: Liaising with team members and service providers to ensure smooth daily operations.

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