Wealth Administrator

Job Overview:

Are you energetic, ambitious, and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.

We are looking for a strong administrator who has worked in the financial planning industry before. Knows that the real value that they can bring to the team is strong administration skills, quick learner, confident communicator and a customer focused.

You're perfect for this position if you:

• Have at least two years of experience working at a financial advisory firm.
• Have a relevant planning qualification but experience in the industry will be strongly considered.
• Have a background in a regulated environment with knowledge of FICA and FAIS.
• Have experience with SA providers – local and offshore.
• Have experience navigating and managing financial CRM platforms, including Xplan and @work.
• Are proficient across a wide range of financial planning elements, including basic taxation (IRP5, CGT, PAYE) and financial products, with specific expertise in living annuities and offshore investments.
• Are highly detail-oriented with strong organisational and follow-up skills.
• Are comfortable with phone and written communication.
• Are numbers-orientated, deadline driven, and honest and ethical.
• Have experience working with Microsoft Office platforms.

Your role and responsibilities:

Among other tasks, your main responsibilities will include:

Financial Adviser support and client servicing

• Providing administrative support to Financial Advisers.
• Assisting with new business processing, ensuring all onboarding documentation is accurately completed and submitted.
• Handling ongoing client servicing queries and maintaining strong client relationships through efficient administrative turnaround.

Compliance, quality control and data management

• Facilitating the annual review process for client portfolios.
• Conducting strict compliance checks in line with regulatory and company standards.
• Performing accurate data capturing and maintain up-to-date client records across internal systems.
• Overseeing continuous file monitoring and maintenance to ensure audit readiness.

Investment administration

• Co-ordinating and preparing comprehensive investment reviews for Adviser and client evaluation.

About Sable International

Sable International offers innovative professional services to international citizens. We create tailor-made solutions to meet the accounting, wealth, financial, currency, and nationality needs of our clients. We pride ourselves on providing solutions that suit our client’s unique individual circumstances; our employees are key in achieving this goal.

The staff in our Abuja, Cape Town, Durban, Harare, Johannesburg, Kampala, London, Lagos, Lusaka, Melbourne, and Monte Estoril offices are passionate about their areas of expertise and take pride in helping our clients achieve their goals. As a result, we have an energised and fun company culture, something that sets us apart from other professional services firms.

Why Choose Sable International

At Sable International we believe work should be a place where you feel supported, inspired and excited to grow – both personally and professionally. Whether you're part of our team or one of our clients, we’re here to build meaningful connections and make a real difference, together.

Here’s why our team loves working here:

We value you – your background, your ideas and your voice matters.

There’s always room to grow – with mentorship, learning opportunities and the freedom to explore your path.

We get that life happens – our managers are flexible and supportive, helping you find balance when you need it most.

Great work doesn’t go unnoticed – we celebrate wins, big and small.

You’ll be part of a vibrant, international team.

And we know how to have fun – with team socials, events and a culture that brings people together.

Come as you are. Grow with us. Let’s build something great – together.