The Role
Provide administrative and client-support services to a lead Financial Advisor: prepare client review packs and meeting materials, manage day-to-day workflows and documentation, ensure compliance and transaction processing, maintain confidential client files, and serve as a professional liaison for client queries.
Summary Generated by Built In
A well-established and dynamic financial advisory practice is looking for a dedicated Financial Advisor Assistant to join their close-knit team. This is a permanent, full-time position with working hours of 08:00 to 16:30, Monday to Friday, offering some flexibility.
The practice operates predominantly within the retirement space, delivering tailored financial planning and investment advice to clients. As part of a small, supportive team of four to five staff members, this role is created to partner directly with a lead Financial Advisor, taking full ownership of administrative workflows, client review prep, and compliance documentation. This role is ideally suited to a mature, detail-oriented administrator who takes pride in producing immaculate, accurate work, thrives on routine and precision, and is looking for a stable, long-term position where they can become a valued, integral part of the business.
Responsibilities:
- Client Review & Meeting Preparation: Assist the Financial Advisor in preparing for client meetings and annual reviews; compile and double-check review packs, presentations, and necessary documentation accurately and timeously.
- Workflow & Administrative Management: Take full ownership of day-to-day administrative tasks to free up advisor capacity; track ongoing reviews, execute follow-ups, and keep the advisor organized and ahead of schedule.
- Document & File Management: Maintain meticulous, up-to-date, and confidential client files and records in line with practice standards.
- Compliance & Transaction Processing: Coordinate with internal team members to ensure the smooth, accurate execution of client transactions, account maintenance, and compliance alignment.
- Client & Team Support: Serve as a reliable, professional liaison for client queries, ensuring prompt, courteous service and building trusted relationships.
Requirements
- 4+ years’ experience in an administrative or client servicing role (experience within wealth management, financial planning, or retirement is advantageous, but full industry training will be provided).
- Proven track record of exceptional attention to detail, accuracy, and organizational skills.
- High proficiency in the Microsoft Office Suite (Excel, Word, Outlook).
- Strong written and verbal communication skills with a professional, client-centric approach.
- Highly reliable, proactive, and genuinely content in a dedicated, pure administrative role.
- Ability to manage repetitive, detail-heavy workflows efficiently and independently in a fast-paced environment.
Benefits
- Flexible Working Arrangements: Balanced Workplace Culture: Enjoy a supportive team environment with some work flexibility.
- Culture & Stability: A warm, supportive small-team environment (4–5 staff in total) offering long-term stability.
- Valued Contribution: A position where your administrative support directly impacts business success and is genuinely appreciated every day.
Skills Required
- 4+ years' experience in an administrative or client servicing role
- Experience within wealth management, financial planning, or retirement
- Proven attention to detail, accuracy, and organizational skills
- High proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Strong written and verbal communication skills with a professional, client-centric approach
- Highly reliable, proactive, and comfortable in a dedicated administrative role
- Ability to manage repetitive, detail-heavy workflows efficiently and independently
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The Company
What We Do
RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.
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