Key Responsibilities
- Provide administrative support to Financial Planners.
- Process new business applications, policy amendments and service requests.
- Maintain accurate client records on CRM systems.
- Liaise with clients, advisers and product providers.
- Track outstanding requirements and ensure timely completion.
- Ensure compliance with FAIS, AML and company policies.
- Deliver exceptional client service and meet agreed service levels.
Minimum Requirements
- Matric (Essential).
- 2–3 years’ experience in the financial services industry.
- Strong administration and client service experience.
- Proficient in Microsoft Office (Excel, Word and Outlook).
- Experience working with CRM systems.
- Relevant tertiary qualification will be advantageous.
- Knowledge of investment, insurance or retirement products will be advantageous.
Key Competencies
- Strong organisational and administrative skills.
- Excellent communication skills.
- High attention to detail.
- Customer-focused approach.
- Ability to prioritise and manage multiple tasks.
- Team player with strong problem-solving skills.
If you meet the above requirements and are looking to join a professional financial services organisation, we encourage you to apply.