Permanent
Senior Financial Planning Administrator
Unknown, Unknown
unknown
Closing date not listed
About this role
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