About this role
Wealth Administrator at Sable International. Location: Cape Town, Western Cape, South Africa. Role: Supporting advisers, Processing onboarding, Maintaining client records Requirements: Two+ years of experience at a financial advisory firm; planning qualification; experience in regulated environment with FICA and FAIS; familiarity with SA providers; experience with financial CRM platforms; strong financial planning knowledge including taxation and offshore investments; highly organized; strong communication; numbers-oriented; proficient in Microsoft Office. Category: Administrative & Clerical Support Seniority: Mid Level Tools: Xplan, @work, Microsoft Office, Financial planning tools Commitment: Full Time Workplace: Onsite Languages: English