Permanent Wealth Management Administrator | Danté Personnel Recruitment Vacancies
Job Description
Danté Personnel Recruitment Vacancies – Wealth Management Administrator
Location: Rosebank, Johannesburg
Company: Danté Personnel Recruitment
Job Type: Permanent
Job Sector: Financial Services
Wealth Management Administrator – Danté Personnel Recruitment
Summary:
We are seeking a detail-oriented Wealth Management Administrator to join our client’s team in Rosebank, Johannesburg. The role involves providing efficient administrative support for new business processing, client servicing, policy administration, and investment transactions within a financial advisory or brokerage environment.
Minimum Requirements:
Education & Certifications
- Matric (Grade 12) required.
- RE5 Certificate preferred (or willing to obtain within 12 months).
- Advantageous: NQF Level 4 or 5 in Wealth Management.
Experience
- Minimum 3–5 years of relevant administration experience in financial services (investments & long-term).
- Proven experience in new business processing and client servicing.
- Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).
Skills & Competencies
- Strong administrative and organisational skills.
- Expertise in Section 14 transfers, provident fund transfers, and retirement transfers.
- Solid general investment knowledge.
- Excellent verbal and written communication (English).
- High attention to detail and accuracy.
- Ability to prioritise tasks and meet deadlines under pressure.
- Proficiency in MS Office (Excel, Word, Outlook) and CRM/policy admin systems (e.g., Astute, Elite Wealth).
Attributes
- Client-focused with a strong work ethic.
- Team player with the ability to work independently.
- Confidential and professional in all dealings.
Consultant: Jane Scorgie – Dante Personnel Johannesburg
Apply via our website.
If you do not hear from us within 5 days, please consider your application unsuccessful.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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