Administrator to Financial Advisor

Company Description Resolute Wealth Management is a registered Financial Services Provider (FSP) that delivers bespoke financial advice and fiduciary services to a diverse range of clients. The firm is dedicated to client-centric service, focusing on helping individuals and families achieve their financial goals. Resolute Wealth Management emphasizes integrity, professionalism, and tailored solutions aligned with each client’s unique needs. Team members collaborate closely to provide high-quality, compliant financial planning and advisory services. The environment supports growth, accountability, and a commitment to long-term client relationships.

Role Description The primary objective of the Administrator to Financial Advisor is to provide comprehensive support to the financial advisor in managing the administrative lifecycle of clients. This includes compiling client reviews, submitting applications and instructions to financial institutions, following up with these service providers to ensure correct processing, handling direct client queries, and managing daily operational and administrative workflows.

Qualifications

• Candidates should possess strong Financial Planning and Finance skills to support advisors in preparing and reviewing client recommendations.
• Candidates should possess solid Accounting and Analytical Skills to ensure accurate record-keeping, data capture, and reconciliation of client information.
• Candidates should possess excellent Communication skills for clear, professional interaction with clients, advisors, and service providers.
• Relevant administrative experience in a financial services or wealth management environment is beneficial.
• Knowledge of South African financial products, regulatory frameworks, and FSP requirements is an advantage.
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks and deadlines are essential.
• Proficiency in office software (e.g., MS Office, CRM systems) and comfort working with digital documentation and workflows is preferred.
• A relevant qualification in finance, accounting, or a related field is beneficial; ongoing professional development is encouraged.

Key Areas of Responsibility

Execution of client instructions

Preparation of new and existing client packs

Compiling of data for client investment reviews and updates on the Elite Wealth platform on a regular basis

Conducting of product and investment research in preparation for new client meetings

Processing of administration and implementation of client investments and planning post review with wealth plan

Maintain client records and files on our CRM

Client communication and feedback

Onboarding of clients and new investment applications

Assist with the completion or record keeping of FAIS documentation and client compliance documents

Regular following up with the various financial service providers to ensure correctness and timeous processing of all instructions

Assisting clients directly with general queries and follow ups

Timeous processing of transactions

Creating processes and organising database

Diary management and ad-hoc PA administration

General ad-hoc administrative assistance

Processing of instructions, loading and removing of new and old members, general queries and record keeping for employee benefits on a monthly basis

Professional Qualifications & Hiring Policy

Resolute Wealth Management is a high-performance financial advisory firm. We hold our administrative staff to the highest standards of integrity, professionalism, and operational excellence. Please note that only serious applicants who meet the core competencies and demonstrate a strong commitment to quality compliance and client care will be considered.

How to Apply

Interested candidates who fulfill the above requirements are invited to submit their comprehensive curriculum vitae (CV), cover letter, and relevant professional references to our recruitment team.

Contact Email: toni@resolutewealth.co.za

Reference Code: RWM-ADM-2026

Work Location: In person