Wealth Administrator
Location
gqeberha, eastern cape
Job Type
Full-time
Category
Finance
Posted
June 08, 2026
Port Elizabeth, South Africa | Posted on 05/20/2026
Our client is seeking a Wealth Administrator to join the Port Elizabeth team,
- Assist financial advisers in developing comprehensive financial plans for clients, including retirement, investment, tax, and estate planning strategies.
- Prepare and present financial analysis, including asset allocation, risk profiling, and portfolio recommendations.
- Draft client reports and documentation, ensuring compliance with regulatory standards.
- Maintain up-to-date knowledge of financial products, regulations, and industry best practices.
- Conduct research on financial products, strategies, and market trends to support financial planning decisions.
- Serve as the primary point of contact for clients, building strong, long‑term relationships through excellent communication and service.
- Actively engage with clients to understand their financial needs, objectives, and concerns. ...