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
