Job Description

A well-established and dynamic financial advisory practice is looking for a dedicated Financial Advisor Assistant to join their close-knit team. This is a permanent, full-time position with working hours of 08:00 to 16:30, Monday to Friday, offering some flexibility.

The practice operates predominantly within the retirement space, delivering tailored financial planning and investment advice to clients. As part of a small, supportive team of four to five staff members, this role is created to partner directly with a lead Financial Advisor, taking full ownership of administrative workflows, client review prep, and compliance documentation. This role is ideally suited to a mature, detail-oriented administrator who takes pride in producing immaculate, accurate work, thrives on routine and precision, and is looking for a stable, long-term position where they can become a valued, integral part of the business.

Responsibilities:

Client Review & Meeting Preparation: Assist the Financial Advisor in preparing for client meetings and annual reviews; compile and double-check review packs, presentations, and necessary documentation accurately and timeously.
Workflow & Administrative Management: Take full ownership of day-to-day administrative tasks to free up advisor capacity; track ongoing reviews, execute follow-ups, and keep the advisor organized and ahead of schedule.
Document & File Management: Maintain meticulous, up-to-date, and confidential client files and records in line with practice standards.
Compliance & Transaction Processing: Coordinate with internal team members to ensure the smooth, accurate execution of client transactions, account maintenance, and compliance alignment.
Client & Team Support: Serve as a reliable, professional liaison for client queries, ensuring prompt, courteous service and building trusted relationships.

Requirements

4+ years’ experience in an administrative or client servicing role (experience within wealth management, financial planning, or retirement is advantageous, but full industry training will be provided).
Proven track record of exceptional attention to detail, accuracy, and organizational skills.
High proficiency in the Microsoft Office Suite (Excel, Word, Outlook).
Strong written and verbal communication skills with a professional, client-centric approach.
Highly reliable, proactive, and genuinely content in a dedicated, pure administrative role.
Ability to manage repetitive, detail-heavy workflows efficiently and independently in a fast-paced environment.

Benefits

Flexible Working Arrangements: Balanced Workplace Culture: Enjoy a supportive team environment with some work flexibility.
Culture & Stability: A warm, supportive small-team environment (4–5 staff in total) offering long-term stability.
Valued Contribution: A position where your administrative support directly impacts business success and is genuinely appreciated every day.

About RecruitMyMom

RecruitMyMom is a leading South African recruitment agency, connecting local and global businesses with top-tier talent—ranging from skilled professionals to C-Suite executives. We recruit for permanent, contract, freelance and fractional roles, including maternity cover, virtual assistants, and executive-level hires.

We specialise in placing highly skilled professionals, with a strong track record in helping experienced mothers grow their career, return to the workforce, transition careers, and secure flexible opportunities. Our tailored approach ensures the perfect match between employer needs and candidate aspirations, making hiring efficient, seamless, and impactful.

For international companies hiring in South Africa, we also provide Employer of Record (EOR) Professional Services, ensuring compliant and hassle-free workforce management.

Whether you need in-office professionals, remote specialists, or fractional C-Suite leaders, RecruitMyMom is your trusted recruitment partner—helping you build a high-performing, flexible, and future-ready workforce.

Industry

HR & Recruiting

Company Size

11-50 employees

Headquarters

Cape Town, ZA

Year Founded

2012

Website

recruitmymom.co.za

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