Hermanus: Financial Services – Admin Assistant posted by AF Consulting

Role:  Financial Services Paraplanner
Location:  Hermanus, Overberg, Western Cape
Salary:  TBC

What’s in it for you?

Be part of a professional and growth-oriented team
Gain hands-on experience in both local and offshore investment planning
Work in a structured, process-driven environment with room to develop your skills
Play a vital role in ensuring top-tier client service and financial solutions

What you’ll be doing:

? Assisting with investment portfolio management, including processing new business applications and fund transfers
? Ensuring compliance with financial regulations (FICA, AML, POPI) while maintaining accurate client records
? Coordinating annual client reviews and preparing portfolio summaries
? Managing client interactions with professionalism, accuracy, and attention to detail
? Liaising with investment houses to facilitate transactions and obtain necessary documentation
? Supporting insurance policy renewals and account administration

What we’re looking for:

A structured and detail-oriented mindset
Strong administrative and organizational skills
Ability to work independently as well as within a team
Excellent communication skills in Afrikaans & English
Financial services experience or a keen interest in the industry
Minimum qualification: NQF4 or equivalent (higher qualifications advantageous)
If you’re ready to take the next step in your financial services career, we’d love to hear from you!