Administrator (Life Insurance / Investments)

Pillango Placements; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial services firm in Gauteng is seeking an experienced administration professional to support a Financial Planner. The role involves providing administrative support, preparing client quotes, and managing claims. Candidates must have a minimum of 3 years' experience in a similar field and proficiency in both English and Afrikaans. A valid driver's license and own transport are essential. The position offers a competitive monthly salary of R15k - R18k, negotiable based on experience and qualifications.

Qualifications

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

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.

Skills

Proficiency in English

Proficiency in Afrikaans

Administrative support

Personal assistance

Job description

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.