Finance & Insurance Manager

Sydsen Group (Pty) Ltd; Gauteng; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A well-established financial planning practice is seeking a Financial Services Administrator to join their team in Johannesburg North. The role involves providing critical administrative support to Independent Financial Advisers and handling client relations. Candidates should have strong organisational skills and familiarity with financial services. This position offers a hybrid work model with a competitive salary of R15,000 - R18,000 per month.

Qualifications

• Background ideally in financial services, pension or investment administration.
• Strong organisational skills with the ability to manage multiple tasks.
• Experience in a customer-focused administrative role.

Responsibilities

• Prepare for client meetings and maintain client records.
• Process new business applications and ensure smooth portfolio administration.
• Assist with preparing client suitability reports and meeting packs.
• Manage accurate records and documentation for compliance.
• Manage diary schedules and maintain efficient administrative workflow.

Skills

Organisational skills

Microsoft Word

Microsoft Outlook

Microsoft Excel

Microsoft Teams

Customer-focused administration

Education

Financial Services-related qualifications

Job description

Overview

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations. Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training). Location: Johannesburg North (Fourways area), Gauteng.

Salary: R15,000 - R18,000 per month. Job Type: Full-time.

Responsibilities

• Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.
• New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.
• Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.
• Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.
• General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience & Qualifications

• Experience: Background ideally in financial services, pension or investment administration.
• Qualifications: Financial Services-related qualifications are desirable, but not essential.
• Skills & Attributes: Strong organisational skills with the ability to manage multiple tasks; Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams; Experience in a customer-focused administrative role with the ability to liaise confidently with internal teams and external parties.

Additional Job Details

• Location: Johannesburg North, Gauteng (Preferred)
• Work Location: Hybrid remote in Johannesburg North, Gauteng
• Experience: Microsoft Excel: 1 year (Preferred)
• Job Type: Full-time

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