Requirements:

• Grade 12 (Matric) certificate or accepted NQF4 qualification.
• A qualification accepted by the FSCA.
• A minimum of 3–5 years of experience in a similar role.
• RE5 Regulatory Examination for Representatives.
• Fully bilingual in English and Afrikaans (non-negotiable due to client base).
• Class of Business certificates.
• Strong computer literacy, including MS Word, Excel, Outlook, and Internet use.
• Sound understanding of the basic principles of life insurance and investment products.

Responsibilities:

• Provide administrative support to Financial Advisors.
• Assist in the preparation of financial needs analyses and client documentation.
• Compile and manage investment, estate, and risk benefit plans.
• Ensure all client documentation is up to date and compliant with FAIS and FICA legislation.
• Maintain accurate records and follow up on outstanding client requirements.
• Liaise professionally with clients to ensure high levels of service.
• Follow the six-step financial planning process.