Wealth Management Advisory Assistant

Delivering operational continuity and high-touch support in a wealth management advisory environment, this role underpins the end-to-end client service journey. The position coordinates administrative processes across investment, retirement, estate, and risk planning portfolios, ensuring seamless execution from initial advice preparation through to trade and instruction finalisation. By actively managing compliance adherence, documentation workflows, and day-to-day diary logistics, the role enables advisers to focus on strategic client relationship management and portfolio advisory. Key Responsibilities Prepare comprehensive client meeting packs, including agendas, investment valuations, portfolio review documents, and post-meeting follow-up notes. Process new business submissions, switches, withdrawals, and related provider instructions, tracking transactions through to final completion. Maintain complete client files, FICA verification documentation, and statutory records in strict alignment with FAIS compliance requirements. Manage adviser diaries, coordinate appointment scheduling, and resolve client enquiries via telephone and email correspondence. Liaise directly with investment product providers, long-term insurers, and internal operational teams to facilitate instruction execution and query resolution. Deliver general office administrative support and collaborative operational assistance to the broader team. Essential Requirements Minimum of a Grade 12 / Matric certificate. 2 - 4 years of administrative experience, within a financial advisory or insurance practice environment. Regulatory Examination 5 (RE5) qualification, or full willingness to obtain the certification. Full professional fluency in both English and Afrikaans (verbal and written). Strong attention to detail and sound working knowledge of Microsoft Office. Professional telephone and interpersonal manner with the discretion required to manage confidential client information. Valid driver's licence, reliable own transport, and residence located in or near the Helderberg region. Desirable Requirements A relevant financial services qualification.