Financial Advisor Assistant (Paarl)

Recruiter:

Network Recruitment

Job Ref:

NFR011608/Angie

Date posted:

Thursday, October 22, 2026

Location:

Cape Winelands: Boland, South Africa

SUMMARY:
An established financial planning practice is seeking an organised and proactive Financial Adviser Assistant to support advisers with new business, client servicing, reviews and compliance administration.

The role requires someone who takes ownership of client requests, follows up outstanding requirements and ensures applications and servicing matters are completed efficiently.

POSITION INFO:
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.

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