Western Cape: Wealth & Investment Planner posted by Time Personnel

• A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
• Genuine interest in developing a long-term career in the investment industry
• Fluent in English and Afrikaans (both essential)
• Detail-oriented, organised, and eager to learn
• Confident communicator with a professional attitude
• Able to work in-office in Claremont Monday to Friday
• Full training provided perfect for graduates
• Clear career growth opportunities within the insurance sector
• Supportive, friendly team environment
• A chance to gain valuable, practical experience from day one

DUTIES

• Support the team with day-to-day administration
• Assist with client enquiries and prepare policy documentation
• Update and maintain accurate client records
• Liaise with insurers and internal departments
• Ensure compliance with industry standards
• Provide general administrative support

Salary: R negotiable dependent on experience

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