Senior Financial Services Administrator

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Senior Financial Services Administrator

Independent Financial Advisory Practice

• Cape Town
• Permanent
• Wealth Administration
• Senior
• Ref ACG-WA-006

Position Senior Financial Services Administrator

Company Independent Financial Advisory Practice

Location Cape Town, Western Cape

Region Western Cape

Employment type Permanent

Position level Senior

Remuneration R18,000 – R25,000 per month, plus an incentive structure

Reference ACG-WA-006

Date posted 18 August 2026

Role overview

The client is an established financial-services practice seeking a Senior Financial Services Administrator to provide senior administrative support to a panel of approximately ten Financial Advisers.

The position calls for a dependable, experienced administrator who understands the administrative demands of a busy financial-advisory practice: managing several advisers’ requirements at once, maintaining accurate client and business administration, and delivering support that is consistently accurate, professional and efficient.

Minimum Requirements

• At least five years’ experience as an administrator supporting Financial Advisers.
• At least one year of Discovery experience.
• Previous experience within the financial-services or financial-advisory sector.
• Experience supporting multiple Financial Advisers.
• Strong administrative and organisational skills.
• The ability to manage competing priorities and adviser requirements.
• Strong attention to detail and follow-through.
• Professional written and verbal communication skills.
• Fluency in English and Afrikaans.
• Own reliable vehicle.

Discovery experience

Discovery experience is a non-negotiable requirement for this appointment. Candidates must have at least one year of previous Discovery experience; applicants without it may not be considered.

Remuneration

R18,000 – R25,000 per month, plus an incentive structure. Final remuneration depends on relevant financial-services experience, Discovery exposure, seniority and overall suitability for the position.

Languages and transport

• English — fluent, professional working proficiency.
• Afrikaans — fluent, professional working proficiency.
• Own reliable vehicle required.

Product-provider exposure

• Discovery

Apply for this vacancy

Senior Financial Services Administrator

• ACG-WA-006
• Cape Town, Western Cape Vacancy

Position Senior Financial Services Administrator Reference ACG-WA-006 Location Cape Town, Western Cape Category Wealth Management Administration Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Qualifications And Regulatory Status RE5 status * Select an option Completed In progress Not yet written Not applicable

Highest financial-services qualification *

CFP® status Select if relevant CFP® certified Working toward CFP® Postgraduate Diploma completed Not applicable

Right to work in South Africa * Select an option South African citizen Permanent resident Valid work permit No current right to work

Product-provider exposure

Systems exposure

Supporting documents

CV upload * PDF or Word, up to 10 MB.

Supporting Documents Qualifications, RE5 Certificate, CPD Records. LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners™ permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners™ to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

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Reference ACG-WA-006. Your application is treated confidentially and reaches an ACG consultant directly.

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At a glance

• CategoryWealth Administration
• LevelSenior
• TypePermanent
• RegionWestern Cape
• ReferenceACG-WA-006
• Adviser Support
• Client Service

Job specification

View the full specification, formatted and issued by ACG Growth Partners.

View job specification

Position Senior Financial Services Administrator

Company Independent Financial Advisory Practice

Location Cape Town, Western Cape

Region Western Cape

Employment type Permanent

Position level Senior

Remuneration R18,000 – R25,000 per month, plus an incentive structure

Reference ACG-WA-006

Date posted 18 August 2026

Role overview

The client is an established financial-services practice seeking a Senior Financial Services Administrator to provide senior administrative support to a panel of approximately ten Financial Advisers.

The position calls for a dependable, experienced administrator who understands the administrative demands of a busy financial-advisory practice: managing several advisers’ requirements at once, maintaining accurate client and business administration, and delivering support that is consistently accurate, professional and efficient.

Minimum Requirements

• At least five years’ experience as an administrator supporting Financial Advisers.
• At least one year of Discovery experience.
• Previous experience within the financial-services or financial-advisory sector.
• Experience supporting multiple Financial Advisers.
• Strong administrative and organisational skills.
• The ability to manage competing priorities and adviser requirements.
• Strong attention to detail and follow-through.
• Professional written and verbal communication skills.
• Fluency in English and Afrikaans.
• Own reliable vehicle.

Discovery experience

Discovery experience is a non-negotiable requirement for this appointment. Candidates must have at least one year of previous Discovery experience; applicants without it may not be considered.

Remuneration

R18,000 – R25,000 per month, plus an incentive structure. Final remuneration depends on relevant financial-services experience, Discovery exposure, seniority and overall suitability for the position.

Languages and transport

• English — fluent, professional working proficiency.
• Afrikaans — fluent, professional working proficiency.
• Own reliable vehicle required.

Product-provider exposure

• Discovery

Apply for this vacancy

Senior Financial Services Administrator

• ACG-WA-006
• Cape Town, Western Cape Vacancy

Position Senior Financial Services Administrator Reference ACG-WA-006 Location Cape Town, Western Cape Category Wealth Management Administration Your details

First name *

Surname *

Mobile number *

Email address *

R