Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager. In this role, you will be the backbone of the advisory process, managing operational details and paperwork to improve the client experience. Key Responsibilities: Administrative Support: Prepare and collate documentation for new client onboarding and oversee the management of client CRM profiles.Client Interaction: Resolve admin-related queries directly with clients and liaise with internal/external providers regarding the implementation of instructions.Review Management: Manage the preparation of client review packs, coordinating with Paraplanners and administrative teams as required.Legislative Compliance: Draft and check Records of Advice (RoA) and ensure all Customer Due Diligence (CDD) meets FICA and internal compliance standards.Technical Support: Compile financial needs analyses, retirement needs analyses, and proposal documents based on the Wealth Managers instructions. Requirements: Experience: 35 years of working experience in a financial planning environment, specifically assisting Wealth Managers or Family Officers . Education: A Commerce or Financial degree from a reputable tertiary institution is highly advantageous . Professional Registration: A CFP® designation or RE5 qualification is considered an advantage . Knowledge: Solid understanding of FAIS (CAT II knowledge advantageous) and FICA regulations . Computer Literacy: Proficiency in the Microsoft Office Suite is required; experience with Xplan is a significant advantage . Personal Attributes: Exceptional attention to detail, resilience under pressure, and a service-oriented mindset .