Insurance Administrator / Para-planner

Profile Personnel; East London; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the financial services sector is looking for a motivated Insurance Administrator / Para-planner to support financial advisors. This role offers hands-on experience with client management and administrative tasks, along with opportunities for further career development in financial planning.

Qualifications

• Minimum of 3 years experience in office administration.
• Strong attention to detail and excellent communication skills.

Responsibilities

• Manage client queries and coordinate annual reviews.
• Prepare quotes and assist with claims processing.

Skills

Attention to Detail

Communication

Interpersonal Skills

Proficiency in MS Office

Education

Insurance / Financial Planning Certificates

Job description

Our client is seeking a motivated and detail-oriented individual to join their team as an Insurance Administrator / Para-planner .

Job Description :

This role involves supporting the financial advisors with a range of administrative tasks, including managing client queries, coordinating annual reviews, preparing quotes, and assisting with claims processing.

This position offers a valuable opportunity to gain hands-on experience in the financial services industry. There is also potential for further study and career development toward becoming a qualified financial advisor.

Requirements :

• Insurance / Financial Planning Certificates (advantageous)
• Strong attention to detail
• Excellent communication and interpersonal skills
• Proficiency in MS Office applications
• Minimum of 3 years experience in office administration

Should you wish to apply, please kindly email your CV through to Kirsten Smith at [emailprotected]

Only shortlisted candidates will be contacted. Should you not receive a response within 14 days, please consider your application unsuccessful. We will keep your CV on our database for any other relevant roles that may arise.