GCI Wealth is a Financial Services Provider based in Auckland Park, Johannesburg and is currently s*eeking an experienced Wealth Team Leader – Client Services* to lead a high-performing administration and support team responsible for delivering exceptional client service across the full wealth administration journey.
This role oversees the end-to-end client administration process, from booking to policy activation, ensuring compliance, quality control, and efficient workflow management. The successful candidate will lead a team of Paraplanners, Wealth Administrators, Wealth Management Coordinators and Assistant Wealth Administrators, ensuring that all client service processes are executed accurately, professionally, and in line with regulatory requirements.
Key Responsibilities
Team Leadership & Management
- Provide strategic direction and day-to-day leadership to the Wealth Client Services team.
- Mentor and develop team members to enhance skills and performance.
- Manage team workloads and ensure efficient workflow distribution.
- Foster a culture of accountability, collaboration and service excellence.
Operational Oversight
- Manage and monitor business pipelines and administration processes.
- Coordinate workflow between roles and manage traffic flow across the team.
- Ensure timely completion of new business submissions and client service requests.
- Oversee client onboarding processes and policy activation.
Quality Control & Compliance
- Audit client files for completeness, accuracy and regulatory compliance.
- Ensure all documentation and communications are uploaded to CRM systems.
- Monitor and reduce compliance errors and process inefficiencies.
- Champion best practices aligned with industry regulations.
Risk & Escalation Management
- Resolve escalated client queries and complaints professionally.
- Identify reputational risks and implement proactive solutions.
- Maintain high service standards to ensure positive client outcomes.
Minimum Requirements
- Grade 12
- RE1 and RE5 (or working towards completion)
- Minimum 5 years’ experience in the financial services industry
- Minimum 2–3 years’ experience leading a client service or administration team
- Strong administrative and workflow management experience
- Advanced Excel and MS Office skills
- Experience with CRM systems (e.g. XPlan) advantageous
- Knowledge of FAIS, FICA, POPIA and TCF regulations
Key Skills
✔ Leadership and team development
✔ Workflow and operational management
✔ Compliance and quality control
✔ Conflict resolution and problem solving
✔ Strong attention to detail
✔ Excellent communication and stakeholder management
Key Performance Indicators
Success in this role will be measured by:
- Improvement in team performance and KPI delivery
- Resolution of escalated queries within required timeframes
- High team engagement scores
- Efficient workload distribution across the team
- Reduction in compliance errors and rejections
Why Join GCI Wealth?
- Work with a respected and growing wealth management organisation
- Lead a dynamic and skilled client services team
- Play a key role in improving operational excellence and client outcomes
- Competitive, market-related remuneration
If you meet the above requirements and you keen to join GCI, please forward a comprehensive CV with copies of your qualification to [email protected] to reach us no later then the 9th of June 2026.
Pay: R30 000,00 - R40 000,00 per month
Ability to commute/relocate:
- Auckland Park, Gauteng: Reliably commute or planning to relocate before starting work (Required)
Education:
Experience:
- Team Leader experience in the Financial Advisory Services: 4 years (Required)
License/Certification:
- RE5, COB, NQF5 Wealth (Required)
Work Location: In person
