Life and Investment Administrator

Green Marble Recruitment Consultants; Gauteng; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Green Marble Recruitment Consultants is seeking a detail‑oriented administrator for life and investment product processing in Gauteng. You will handle new business applications, check for completeness, and manage client records with accuracy.

The role requires 2+ years in life/investment admin, Matric, and familiarity with FAIS, FICA, and POPIA. Proficiency in Zoho CRM and MS Office is advantageous. A structured, deadline-driven approach is essential.

Qualifications

• Minimum 2 years' experience in life and/or investment administration within financial services (essential).
• Matric is compulsory; a higher qualification will be advantageous.
• FAIS, FICA and POPIA knowledge advantageous.

Responsibilities

• Process new business applications for life and investment products across multiple providers, ensuring completeness and accuracy before submission.
• Administer in-force policies and investments: alterations, top-ups, withdrawals, fund switches, beneficiary changes, maturities and claims and debit order changes.
• Liaise with product providers to track application status, resolve queries and clear outstanding requirements.

Skills

Attention to detail

Communication skills

Organisational skills

Deadline-driven

Education

Matric

NQF Level 5+ in Wealth Management/Financial Planning

RE5 (advantageous)

Tools

Zoho CRM

MS Office / Excel

Job description

Key requirements:

• Minimum 2 years' experience in life and/or investment administration within financial services (essential).
• RE5 (advantageous).
• NQF Level 5 or higher qualification in Wealth Management, Financial Planning or a related field (advantageous). Matric is compulsory; a higher qualification will be advantageous.
• Working knowledge of FAIS, FICA and POPIA requirements.
• Proficient in CRM systems (Zoho advantageous) and MS Office, particularly Excel?
• High level of administrative accuracy and attention to detail.
• Ability to manage multiple providers, products and deadlines concurrently.
• Clear, professional written and verbal communication skills.
• Self-managed and deadline-driven, comfortable working within a structured process and reporting line.

Key Responsibilities:

• Process new business applications for life and investment products across multiple providers, checking for completeness and accuracy before submission.
• Administer in-force policies and investments: alterations, top-ups, withdrawals, fund switches, beneficiary changes, maturities and claims and debit order changes.
• Liaise directly with product providers (insurers and investment houses) to track application status, resolve queries and clear outstanding requirements.
• Maintain accurate, up-to-date client records on CRM in line with FAIS record-keeping requirements.
• Support advisors with client-facing administration: appointment preparation, portfolio valuations, statements and correspondence.
• Ensure FAIS, FICA and POPIA compliance across all documentation and processing workflows.
• Track and follow up on outstanding requirements, underwriting queries and pending business to minimise turnaround times.
• Prepare and update investment and life portfolio reports ahead of client reviews.
• Escalate risk, compliance or service issues to the Director timeously.