Remote Financial Planning Administrator (JB5806)
Location: Remote for applicants living in South Africa
Salary: R26 - 32 000 per month, negotiable
Working Hours: Aligned to the UK with some flexibility
Working Arrangement: Fully Remote
Employment Type: Permanent via an Employer of Record

Our client is an independent cross-border Financial Adviser authorised in the UK, South Africa, and the US, who is building a distributed, remote-first advisory business. This is the first hire into the business, and therefore a high-trust, high-responsibility role.
 

The successful candidate will work closely with the Founder to support a small portfolio of high-net-worth clients, managing administration, systems, and client execution across UK-regulated platforms. This role is ideal for someone who values flexibility, ownership, and long-term growth over rigid hours or a traditional office environment.
 

This is not a call-centre or volume-processing role. Accuracy, discretion, and judgement are critical.
 

Minimum Requirements

Experience

Experience within a financial services environment (administration, operations, paraplanning, or similar)

Exposure to regulated environments, compliance processes, and detailed documentation

UK financial planning experience is advantageous but not essential, full training will be provided

Qualifications (Advantageous, not mandatory)

CFP designation or currently studying toward CFP

Financial Planning, Finance, Accounting, or related qualification

Technical & Infrastructure Requirements

Reliable, high-speed internet connection suitable for multiple systems and VoIP calls

Secure, private home working environment (not shared or public internet)

Ability to run multiple applications simultaneously

Willingness to comply with strict data security and confidentiality protocols

Key Responsibilities

Core Administration & Operations

End-to-end administrative support for a UK-focused financial planning practice

Maintenance of UK CRM systems, including accurate record-keeping and regulatory documentation

Preparation, processing, and follow-up of client instructions and financial transactions

Liaison with UK providers, custodians, and third parties via phone and email

Management of client onboarding, documentation, and ongoing service requirements

Client & Platform Support

Access and administration of custodial and investment platforms (with trading permissions over time)

Execution of fund switches, contributions, withdrawals, and portfolio-related instructions

Handling sensitive, confidential financial and personal client data with discretion and care

Acting as a professional point of contact for high-net-worth clients when required

Business Support & Growth

Working in close partnership with the Founder to proactively resolve issues, not merely process tasks

Identifying process improvements and contributing to more efficient systems as the business grows

Potential to develop into a Paraplanner / Technical Support role over time, depending on experience and aptitude

Supporting the future onboarding and training of junior administrative staff as the business scales

Working Style & Flexibility

Fully remote role, based in South Africa

Flexible working hours, with accountability measured on deliverables, not time logged

Daily check-in via Teams to align priorities and progress

Some availability during UK working hours is required for calls and provider interaction

Flexibility to work non-traditional hours where needed, balanced with personal commitments