Wealth Management Administrator – In Office – Cape Town at Datafin Recruitment

ENVIRONMENT:

• Our client is a well-established Wealth Management business seeking an experienced Operations Support professional to join their Cape Town team. This role is ideal for someone with a strong operational background within Financial Services who enjoys process management, administration, client support, and ensuring the smooth running of day-to-day operations.
• While the business operates within the Wealth Management sector, this is not a Wealth Manager, Financial Advisor, or Para-Planner career path. They are specifically looking for someone who enjoys and wants to remain within an operational support environment rather than moving into Wealth Management or advisory functions.

REQUIREMENTS:

• 3+ years’ experience in an Operations, Administration, Client Services, Practice Management, or Operational Support role within Financial Services.
• Strong administrative, organisational, and process management skills.
• Experience supporting advisors, consultants, or client-facing teams.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong communication and stakeholder engagement skills.
• Comfortable working in a fast-paced, professional environment.
• Proficient in Microsoft Office and financial services administration systems.

Advantageous

• Experience within Wealth Management, Investments, Financial Planning, Employee Benefits, Insurance, or related Financial Services environments.
• Exposure to compliance, client onboarding, reporting, or operational process improvement.

ATTRIBUTES:

• Highly organised and detail oriented.
• Process-driven and dependable.
• Strong problem-solving ability.
• Professional and client focused.
• Someone who enjoys operational excellence and wants to build a long-term career within operations support rather than transitioning into a Wealth Management advisory role.