• Communicating with clients telephonically and electronically.
• Compliance – FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks).
• Forms administration (Prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute) – for investments, risk, medical aid and Employee Benefits.
• Processing instructions – redemptions, Section 14, 37 & 42 Transfers, ad hocs and switches for local and offshore investments for clients.
• Preparing client quotes and comparisons with the various Financial Service Providers.
• Working with the Paraplanner to prepare client proposals.
• Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients.
• Ad hoc admin support as and when required.

The ideal applicant will have the following competencies: 

• Matric is essential, a diploma or undergraduate degree is desirable.
• A minimum 2-3 years’ previous administrative experience within an insurance, investment or asset management environment and experience with a CRM system preferably Spotlight or Elite Wealth.
• Experience at a financial advisory company is essential.

• Strong verbal and written communication skills with the ability to liaise with clients and financial service providers/institutions effectively and respond to queries and deal with complaints in a calm and rational manner.
• Good telephonic manner.

• A highly organised and efficient individual who can multitask and work well under pressure to meet tight deadlines
• Systems oriented with good attention to detail and the ability to follow policies and procedures.
• A proactive, service oriented individual who uses their initiative to ensure excellent service and that performance is always of a high standard.

• Ability to analyse and understand insurance policies with a knowledge of industry’s professional terminology.
• Basic related product knowledge including Life cover, Disability, Retirement Annuities, Endowments, Preservation Funds, Pension and Provident Funds, Living Annuities and Medical Aids is advantageous
• Strong working knowledge of Microsoft Office (Word, Excel and Outlook) is essential, experience with Spotlight / Elite Wealth is a distinct advantage.
• A highly honest and ethical individual who is confidential and discreet.
• Comfortable with a corporate culture and able to conduct oneself professionally within legal and financial environments.

Click on the APPLY NOW / DOWNLOAD APPLICATION button below

Closing date for applications: 25 May 2026

If you have not been contacted within 2 weeks of submitting your application, kindly consider your application to have been unsuccessful