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Financial Planning Administrator (JB6316)
Financial Planning Administrator (JB6316)
Location: Remote, South Africa
Salary: R28,000 to R32,000 per month, CTC
Employment Type: Permanent
If numbers are your language, detail is your default setting, and you want to build a career in cross-border financial services without the commute, this could be the opportunity you have been looking for. A fast-growing, internationally regulated financial advisory practice operating across the UK, South Africa, and the US is expanding its remote team and looking for a sharp, numerically strong administrator to join the business in a high-trust, high-visibility role.
This is not a back-row, process-and-forget position. The business manages close to R1 billion in assets and is growing fast. The person stepping into this role will work directly alongside the Founder on a daily basis, keeping a complex, multi-jurisdictional operation running cleanly and accurately across a range of specialist platforms and compliance frameworks.
What's in it for you
Fully remote and permanent role with real flexibility in how you structure your day
Direct exposure to cross-border financial planning across UK, South African, and US regulatory environments
Work on a genuinely growing book of business, currently close to R1 billion under management and climbing
Structured onboarding and platform training provided from day one, including Intelliflo, FE Analytics, and investment platforms
A clear runway to grow within the business as the team scales
Daily engagement with the Founder, meaning your contributions are seen and valued immediately
No two days look the same as the portfolio, the clients, and the complexity keep growing
Minimum Requirements
Experience in a financial services environment in an administrative, operations, or finance function
Strong numerical ability and comfort working with spreadsheets, calculations, and fund-related data
High attention to detail and the confidence to critically review AI-generated content and catch errors before they reach a client
Reliable, high-speed fibre internet connection with a secure, private home working environment
A laptop or computer capable of running multiple platforms and supporting video calls simultaneously
Willingness to be available during UK business hours for calls, provider liaison, and daily video check-ins
Ability to comply with strict data security and confidentiality protocols when handling sensitive client information
A qualification in finance, accounting, or a related field is advantageous
CFP designation or progress toward it is a bonus but not required
UK financial planning experience is helpful but not expected as full training will be provided
Key Responsibilities
Log into the back-office system (Intelliflo) daily to review, prioritise, and action the task list
Maintain accurate, compliant client records including all transactions, notes, and regulatory documentation on Intelliflo
Complete initial and ongoing training through the Intelliflo online academy and other platform-specific resources
Pull compliance documentation from multiple investment platforms to support transactions and annual client reviews
Build and maintain new client onboarding files on Intelliflo from end to end
Execute trades, fund switches, contributions, and withdrawals on investment platforms with precision
Pull and prepare reports from FE Analytics and other platforms to support the advisory process
Liaise with UK providers, custodians, and third parties via phone and email in a professional and timely manner
Support the Founder on video calls throughout the day to align on priorities and work through client-related tasks
Handle all client data with strict confidentiality and discretion befitting a high-net-worth client base
Identify opportunities to improve processes and contribute to a more efficient operation as the business scales
Assist with the future onboarding of additional team members as the practice continues to grow
Keywords
Financial planning administrator, financial services administration, remote financial services, cross-border financial planning, Intelliflo, FE Analytics, investment platform administration, UK financial planning, paraplanner support, offshore investments, fund administration, compliance documentation, client onboarding, high-net-worth clients, remote work South Africa, financial admin, numeracy, spreadsheets, portfolio administration, regulated financial services
Please do not apply using scanned CVs; no supporting documentation is required at this point. This will be requested later.
Kontak Recruitment Disclaimer
Equal opportunity: All backgrounds are welcome, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment with the client.
Offer clarity: The Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.
Location: Remote, South Africa
Salary: R28,000 to R32,000 per month, CTC
Employment Type: Permanent
If numbers are your language, detail is your default setting, and you want to build a career in cross-border financial services without the commute, this could be the opportunity you have been looking for. A fast-growing, internationally regulated financial advisory practice operating across the UK, South Africa, and the US is expanding its remote team and looking for a sharp, numerically strong administrator to join the business in a high-trust, high-visibility role.
This is not a back-row, process-and-forget position. The business manages close to R1 billion in assets and is growing fast. The person stepping into this role will work directly alongside the Founder on a daily basis, keeping a complex, multi-jurisdictional operation running cleanly and accurately across a range of specialist platforms and compliance frameworks.
What's in it for you
Fully remote and permanent role with real flexibility in how you structure your day
Direct exposure to cross-border financial planning across UK, South African, and US regulatory environments
Work on a genuinely growing book of business, currently close to R1 billion under management and climbing
Structured onboarding and platform training provided from day one, including Intelliflo, FE Analytics, and investment platforms
A clear runway to grow within the business as the team scales
Daily engagement with the Founder, meaning your contributions are seen and valued immediately
No two days look the same as the portfolio, the clients, and the complexity keep growing
Minimum Requirements
Experience in a financial services environment in an administrative, operations, or finance function
Strong numerical ability and comfort working with spreadsheets, calculations, and fund-related data
High attention to detail and the confidence to critically review AI-generated content and catch errors before they reach a client
Reliable, high-speed fibre internet connection with a secure, private home working environment
A laptop or computer capable of running multiple platforms and supporting video calls simultaneously
Willingness to be available during UK business hours for calls, provider liaison, and daily video check-ins
Ability to comply with strict data security and confidentiality protocols when handling sensitive client information
A qualification in finance, accounting, or a related field is advantageous
CFP designation or progress toward it is a bonus but not required
UK financial planning experience is helpful but not expected as full training will be provided
Key Responsibilities
Log into the back-office system (Intelliflo) daily to review, prioritise, and action the task list
Maintain accurate, compliant client records including all transactions, notes, and regulatory documentation on Intelliflo
Complete initial and ongoing training through the Intelliflo online academy and other platform-specific resources
Pull compliance documentation from multiple investment platforms to support transactions and annual client reviews
Build and maintain new client onboarding files on Intelliflo from end to end
Execute trades, fund switches, contributions, and withdrawals on investment platforms with precision
Pull and prepare reports from FE Analytics and other platforms to support the advisory process
Liaise with UK providers, custodians, and third parties via phone and email in a professional and timely manner
Support the Founder on video calls throughout the day to align on priorities and work through client-related tasks
Handle all client data with strict confidentiality and discretion befitting a high-net-worth client base
Identify opportunities to improve processes and contribute to a more efficient operation as the business scales
Assist with the future onboarding of additional team members as the practice continues to grow
Keywords
Financial planning administrator, financial services administration, remote financial services, cross-border financial planning, Intelliflo, FE Analytics, investment platform administration, UK financial planning, paraplanner support, offshore investments, fund administration, compliance documentation, client onboarding, high-net-worth clients, remote work South Africa, financial admin, numeracy, spreadsheets, portfolio administration, regulated financial services
Please do not apply using scanned CVs; no supporting documentation is required at this point. This will be requested later.
Kontak Recruitment Disclaimer
Equal opportunity: All backgrounds are welcome, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment with the client.
Offer clarity: The Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.