Administrator | morningside, durban

Our client, an investment‑led financial planning business based in Morningside, Durban, is looking for a dedicated Administrator to join their growing team. This is a permanent position designed for a methodical professional who thrives in a relationship‑oriented environment.

Key Requirements Education: A valid Matric certificate. Experience: At least 3 years of experience within the financial services or investments industry. Industry Knowledge: Prior experience at a CAT I FSP, specifically handling investments, long‑term insurance, employee benefits, medical aid, and gap cover. Technical Literacy: High competence in Microsoft Office (Excel, Word, and Outlook). Regulatory Awareness: A solid understanding of the Financial Services Industry ecosystem, including FAIS and FICA legislation. Responsibilities Compliance Support: Preparing compliance documentation for client files and audits. Meeting Preparation: Creating policy schedules, investment reports, and physical meeting fil...