Finance/Accounting - Other Finance/Accounting Paarl FULL TIME Job Summary Key Responsibilities Administration of either: * Long-term insurance and investments, including life, disability, income protection, and investment portfolios OR * Short-term and commercial insurance, including personal and business policies, renewals, endorsements, and claims Processing of: * New business applications * Policy amendments and endorsements * Withdrawals, switches, and claims * Debit order changes * Beneficiary updates * Administration of medical aid, gap cover, and/or employee benefits (where applicable) * Liaising with insurers, UMA’s, and investment platforms * Monitoring outstanding requirements and ensuring timely completion of new business * Supporting advisers with quotations and product information * Handling client servicing queries * Maintaining accurate records in line with FAIS and FICA requirements Requirements * 5–10 years’ experience in a financial advisory or brokerage environment * Strong knowledge of either:          Long-term insurance and investment products          OR          Short-term and commercial insurance * Experience dealing with insurers, UMA’s, or investment providers * Strong administrative and organisational skills * Ability to work independently and manage multiple priorities * Professional communication skills Additional Information * Key operational role with responsibility for managing the administration function * Experience within an independent financial advisory practice will be advantageous \*\*\*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED\*\*\ Merand Corbett & Associates Recruiter