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.