Administrator (Life Insurance / Investments)
Pillangó Placements
- R Undisclosed
- Permanent Senior position
-
Pretoria
- Posted 29 Jun 2026 by Pillangó Placements
- Expires in 29 days
-
Job 2641508 - Ref PTA003777
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.
The proposed salary for the role is R15k - R20k per month - the final offer will depend on qualifications, experience and skills.
Desired Skills:
- financial advisor
- life insurance
- investment
- wealth
- policy amendments
- claims
- client portfolio management
Pillangó Placements
About the agency
Pillangó Placements has been operating since 1999 and, since then, we have successfully recruited in various industries including finance, retail, engineering, IT, health, logistics, insurance and office support.
The name Pillangó represents transformation, hope and positive change.
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