STARTING DATE | As soon as possible

Skill set required:

  • Friendly and diplomatic nature with a passion for people
  • Quality focused attention to detail and accuracy
  • Maturity to speak confidently with planners, product providers and clients
  • Must possess the highest standards of personal integrity and the ability to maintain confidentiality
  • Ability to cope with shifting priorities
  • Ability to prioritise and function positively under pressure and able to meet mandated turn around times. 

Responsibilities will include:

  • Answering telephones / managing messages
  • Welcome of clients, arranging refreshments for meetings
  • Filing, scanning, printing, downloading of statements, completion of forms
  • Processing forms/instructions.
  • Resolving queries and keeping accurate, detailed record of tasks, queries and correspondence
  • Liaising directly with the Client Administrator and providing support to the Client Administrator
  • Ensuring service excellence

Please email CV’s to Bernadette Rollinson at

Southwood Financial Planning, a dynamic niche, boutique FPI approved professional practice, based in Tokai, is looking for a Front Office Administrator.  The candidate must have at least a matric certificate and be proficient in Microsoft Office (especially Word and Excel).  Previous experience in the financial services industry will be an advantage. Salary negotiable and dependent on experience.