Wealth Management Associate (Administration) needed at Private Client Financial Ltd

About the role:

• As a Wealth Management Associate, you’ll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance. You will act as a vital support partner, allowing the Wealth Manager to focus on growing wealth for our private clients and their families.

What you’ll do:

• Provide full administrative support to the Wealth Manager
• Prepare onboarding documentation and client review packs
• Update and maintain client CRM profiles
• Liaise with clients, internal teams, and service providers
• Ensure compliance with FICA and FAIS regulations
• Draft Records of Advice and disclosure documents
• Assist with compiling financial and retirement needs analyses

What you’ll bring to the role and the team:

• 3-5 years of experience in financial planning support or administration
• Strong understanding of FAIS, FICA, and the financial services environment (CAT II advantageous)
• Strong computer literacy (MS Office Suite, SharePoint, XPlan beneficial)
• High attention to detail with excellent organisational and planning skills
• Strong communication skills – confident engaging with clients telephonically and via email
• A proactive, team-oriented attitude with the ability to prioritize and work under pressure
• Interest in FinTech systems and a fast-learning mindset
• Commerce or financial degree from a reputable institution advantageous
• CFP designation or RE5 qualification advantageous