Administrator (Life Insurance / Investments)

About the position

Work alongside an award-winning Financial Planner, gaining valuable experience in a supportive and high-performing environment. If you are passionate about financial services and committed to excellence, this is the opportunity for you.
Key Responsibilities:

• Provide general administrative support and personal assistance to the Financial Advisor.
• Prepare client quotes and process policy amendments.
• Manage claims and new business applications.
• Update investment portfolios and conduct risk profiling.
• Address premium non-payments and related inquiries.

Requirements:

• Minimum of 3 years' experience in a similar role.
• Proficiency in both English and Afrikaans.
• Valid driver's license and own transport.

If you are a dedicated professional seeking to advance your career in a dynamic and supportive environment, we invite you to apply for this opportunity.

The proposed salary for the role is R15k - R18k per month, but the prerogative remains with the client to offer any market related salary considering the candidate's qualifications, skills, and experience.

NOTE: We ONLY accept online applications. We do not consider direct applications via Whatsapp or email. 

Desired Skills:

• financial advisor
• life insurance
• investment
• wealth
• policy amendments
• claims
• client portfolio management