The Financial Planning Administrator plays a critical role in supporting our Financial Planners through the preparation implementation and servicing of investment, life assurance and employee benefits solutions.
The successful candidate will be responsible for producing quotations, conducting policy and portfolio reviews, assisting with financial planning research and identifying planning opportunities or gaps within existing client portfolios. The role requires a strong attention to detail, excellent organisational skills and a commitment to delivering an exceptional client experience.
Pay: R18 000,00 - R20 000,00 per month
Experience:
- Life Insurance: 2 years (Required)
Language:
Work Location: Hybrid remote in Mount Edgecombe, KwaZulu-Natal
