Wealth Administrator
Requirements
- ✓Senior-level experience in Financial Services administration – supporting Financial Planners and/or Healthcare Consultants
- ✓Grade 12 or equivalent
- ✓Computer literacy and strong MS Office skills
- ✓Clear and professional written and verbal communication skills
- ✓A Higher Certificate in Financial Planning would be advantageous
- ✓This position will require somebody with the following competencies:
- ✓Exceptionally organised with strong time management
- ✓Professional communication style and client-first mindset
- ✓Ability to work methodically with a high level of accuracy
- ✓Proactive problem-solving and follow-through
- ✓Positive team contributor with a willingness to learn and grow
- ✓Ability to manage competing priorities and deadlines
About This Role
Wealth Administrator
BDO South Africa
2026/02/23 Pretoria
Job Ref #: WTHPTA19FEB26NN
Industry: Professional
Job Type: Permanent
Positions Available: 1
BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial Planners
Job Description
BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial Planners
Responsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:
Act as a first point of contact for client queries — resolving basic enquiries independently, and escalating where necessary
Process new business applications timeously and accurately, with strong follow-up discipline
Process increases, amendments and servicing requests on existing business
Ensure accurate workflow and data capture on Elite Wealth and internal systems
Prepare and submit documentation packs for onboarding and servicing
Liaise with clients proactively, ensuring clear communication of progress updates
Maintain electronic client records, ensuring compliance with regulatory and internal requirements
Support Financial Planners pre- & post-client meetings
Engage in ongoing professional development and contribute to a positive team culture
Ready to apply?
Apply directly on BDO South Africa's website.