Financial Advisor Assistant (Paarl)

Network Finance; Wes-Kaap; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Network Finance in South Africa is seeking an experienced Financial Adviser support professional to process new business applications, policy amendments, claims, transfers, switches and withdrawals while liaising with product providers. You will coordinate client reviews and adviser diaries, maintain CRM records, and support compliance.

This role requires solid FAIS/FICA knowledge and strong client-service orientation.

Qualifications

• 2–3 years' experience in financial planning, insurance, investments or wealth management.
• Previous Financial Adviser support experience is essential.
• Experience processing new business and client servicing.
• Experience with Discovery Life and Discovery Invest is essential.
• Knowledge of life insurance, investments, retirement products, FAIS and FICA.
• Strong communication, organisational and computer skills.
• Xplan experience and RE5 will be advantageous.

Responsibilities

• Process new business applications, policy amendments, claims, transfers, switches and withdrawals.
• Provide professional client service and liaise with product providers.
• Coordinate client reviews, appointments and adviser diaries.
• Maintain accurate CRM records, client documentation and compliance files.
• Monitor outstanding workflows, follow up requirements and support client retention.
• Identify potential client needs and refer opportunities to Financial Advisers.

Skills

Strong communication

Organisational skills

Computer skills

Client service

Xplan

Education

Matric

Tools

Xplan

Job description

Key Responsibilities

• Process new business applications, policy amendments, claims, transfers, switches and withdrawals.
• Provide professional client service and liaise with product providers.
• Coordinate client reviews, appointments and adviser diaries.
• Maintain accurate CRM records, client documentation and compliance files.
• Monitor outstanding workflows, follow up requirements and support client retention.
• Identify potential client needs and refer opportunities to Financial Advisers.

Job Experience and Skills Required

• Matric.
• 2-3 years' experience in financial planning, insurance, investments or wealth management.
• Previous Financial Adviser support experience is essential.
• Experience processing new business and client servicing.
• Experience with Discovery Life and Discovery Invest is essential.
• Knowledge of life insurance, investments, retirement products, FAIS and FICA.
• Strong communication, organisational and computer skills.
• Xplan experience and RE5 will be advantageous.