Job Overview:

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.

We are looking for a strong administrator who has worked in the financial planning industry before. Knows that the real value that they can bring to the team is strong administration skills, quick learner, confident communicator and a customer focused.

You’re perfect for this position if you: Have at least two years of experience working at a financial advisory firm. Have a relevant planning qualification but experience in the industry will be strongly considered. Have a background in a regulated environment with knowledge of FICA and FAIS. Have experience with SA providers – local and offshore. Have experience navigating and managing financial CRM platforms, including ...