Job Description

Is this you? You're highly organised, detail-focused, and thrive in a deadline-driven environment. Your natural ability to follow through, stay ahead of compliance requirements, and communicate clearly with stakeholders sets you apart. You're proactive, solutions-oriented, and bring a strong sense of ownership to your work. You enjoy supporting a team, building structure, and ensuring processes run seamlessly.
What you'll be doing (and why you'll enjoy it) You'll coordinate all aspects of client compliance and onboarding, ensuring due diligence, KYC, and FICA requirements are meticulously handled for individuals, trusts, and companies. From maintaining clean client records to supporting audits, managing advice documentation, and overseeing service-related queries, you'll keep processes watertight and clients happy. You'll collaborate with advisors, compliance leads, and service providers to uphold quality and regulatory standards while driving efficiency across systems and operations.
Where you'll be doing it You'll join a small, well-respected, independent financial services firm known for its high standards, forward-thinking culture, and commitment to client excellence. With a collaborative environment, modern tools, and a performance-driven ethos, this is a business where people are empowered to contribute meaningfully. The team embraces a pioneering mindset and has built a reputation for personalised service, operational rigour, and award-winning advice.
What you'll need You'll bring at least five years of administrative or operational experience, including three years in the wealth, asset management, or life/investments space. You're confident handling FICA, KYC, onboarding, and regulatory documentation, and have a solid grasp of advice operations in financial services. Advanced Microsoft 365 skills are essential, and exposure to CRM systems and FAIS/FSCA regulations will be a bonus. RE5 or an NQF5 in Financial Planning would be advantageous. Only candidates currently residing in Cape Town can be considered.
What you'll get A competitive, market-related salary with performance bonuses, birthday leave, catered Friday lunches, and access to innovative tools and tech. You'll work in a supportive team that values your contribution and encourages growth in a professional, people-first environment. You'll be fully office based in stunning offices in Rondebosch, Cape Town.
How to apply For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za - We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.

Skills Required