Administrative Head Financial Services - PE

Greys Personnel; Kariega; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A recruitment agency is looking for an experienced Administrative Head in Financial Services to oversee the administration of long-term insurance products in Port Elizabeth. This role requires a minimum of 10 years experience in the field, along with strong leadership and communication skills. The ideal candidate will manage compliance with regulatory frameworks and ensure efficient operations and client service excellence. A relevant industry qualification and RE5 certification are mandatory for this position.

Qualifications

• Minimum 10 years experience in long-term insurance and investment administration.
• RE5 certification is mandatory.
• Previous experience in a supervisory role is preferred.

Responsibilities

• Oversee all long-term insurance product administration.
• Ensure compliance with FSCA, FAIS, POPIA, FICA regulations.
• Lead, mentor, and supervise the administration team.

Skills

Long-term insurance knowledge

Investment administration expertise

Leadership skills

Strong communication

CRM proficiency

Education

Relevant industry qualification (NQF Level 5 or higher)

Tools

Microsoft Office

Job description

Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth.

Location: Port Elizabeth

Requirements

• Minimum 10 years experience in long-term insurance and investment administration.
• RE5 (mandatory).
• Relevant industry qualification, such as :
• NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field.
• Previous experience in a supervisory role (preferred).
• Strong knowledge of long-term insurance products and processes.
• Excellent understanding of FAIS, FICA, POPIA, and FSCA regulatory frameworks.
• Advanced administrative and organisational skills.
• Strong leadership and people-management capabilities.
• Ability to manage pressure, deadlines, and a high-volume environment.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Proficiency in CRM systems, provider portals, and Microsoft Office.

Personal Attributes

• Professional, punctual, ethical, and client-focused.
• Strong problem-solving ability.
• Proactive and process-driven.
• Reliable and able to manage confidential information with discretion.
• Excellent people skills

Administration Management

• Oversee day-to-day administration of all long-term insurance products, including :
• Life cover
• Investments (unit trusts, endowments, tax-free savings, lump sum products)
• Retirement annuities, preservation funds, living annuities
• Life, Disability and dread disease benefits
• Ensure accurate and timely submission of all new business, servicing requests, and claims.
• Manage escalations with providers and resolve complex administrative issues.
• Create, implement, and monitor internal processes and SOPs for efficiency and compliance.
• Maintain strong relationships with product providers, underwriters, and service consultants.

Compliance & Regulatory Oversight

• Ensure administrative processes comply with FSCA, FAIS, POPIA, FICA, and internal compliance frameworks.
• Maintain proper record-keeping, data integrity, and document management systems.
• Monitor that all processing (KYC, FICA, client onboarding, reviews) meets regulatory standards.
• Assist with compliance audits and ensure the administrative team meets all governance requirements.
• Oversee accurate and up-to-date KYC / FICA compliance for all clients.

Team Leadership & Training

• Lead, mentor, and supervise the administration team.
• Allocate workloads and monitor output to ensure deadlines are met.
• Provide ongoing training on products, systems, compliance, and administrative processes.

Client Service & Relationship Management

• Ensure high-quality communication with clients and brokers / advisors.
• Oversee the preparation of client files, onboarding packs, review packs, and compliance documentation.
• Handle high-level client service issues and ensure efficient resolution.
• Support advisors with accurate information, updates, and administrative support.

Operational Oversight

• Manage CRM systems and ensure accurate data capturing and workflow management.
• Implement process improvements to enhance service delivery and operational effectiveness.
• Ensure that all service level agreements (internal and external) are met.
• Maintain knowledge of new products, regulatory changes, and industry developments.
• Contribute to strategic planning regarding operations and administrative capacity.

How to apply via our website :