SUMMARY:
-
POSITION INFO:
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:
- Grade 12 Certificate essential
- 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
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.
