Menu Close

Hermanus: Financial Services – Admin Assistant posted by AF Consulting

Hermanus: Financial Services – Admin Assistant posted by AF Consulting

Posted on 2025-09-21 00:00:00

Job Summary

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!

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Hermanus, Western Cape
View Job  Cape Town City Centre: Campus Bursar

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Hermanus: Duty Manager/Host: posted by Career Custodians

Village N Life is a leading local Tourism and Hospitality group where we go above and beyond to ensure the last 10 standards are met. If you thrive on a...


View Job
Duty Manager/Host

Hermanus: Part-Time Beauty Therapist posted by AF Consulting

Rolenbsp Part Time Beauty Therapist Tuesdays amp ThursdaysLocationnbsp Hermanus, , Overberg, Western CapenbspSalarynbsp Hourly rate plus commission on all...


View Job
Part-Time Beauty Therapist

Hermanus: Technician – Computer Hardware & Accessories posted by JenRecruitment

Our client is a reputable computer hardware and accessories retailer with a strong focus on customer satisfaction and quality service. They are looking to...


View Job
Technician – Computer Hardware & Accessories

Hermanus: Bookkeeper posted by IS Recruitment

BookkeeperMy client in the Overberg, Hermanus, is looking for a bookkeeper to join their boutique and dynamic accounting firm.Area HermanusType Full day...


View Job
Bookkeeper

Hermanus: Care Worker posted by AF Consulting

Rolenbsp Care WorkerLocationnbsp Hermanus, Overstrand, Western CapeSalarynbsp TBCnbsp What yoursquoll doProvide personal care, including bathing, dressing,...


View Job
Care Worker

Hermanus: Office Admin / PA posted by AF Consulting

Rolenbsp Office Admin PALocationnbsp ? Hermanus, Overstrand, Western CapeWhat yoursquoll be doingManaging payroll administrationHandling UIF and PAYE...


View Job
Office Admin / PA

Hermanus: Sales assistant posted by Preez designs

Were Hiring at Preez Designs Hermanus Are you passionate about jewellery and fashion? Do you speak Afrikaans and English fluently? Join our creative team at...

View Job  Johannesburg: Financial Accountant

View Job
Sales assistant

Hermanus: Qualified Dog Groomer posted by AF Consulting

Rolenbsp Dog Groomer StylistLocationnbsp Hermanus, Western CapeSalary TBCThe role includesBathing, drying, and grooming dogs of all breeds and sizesStyling...


View Job
Qualified Dog Groomer

Hermanus: Warehouse Assistant Manager – Food Industry – R350K – R250K posted by Hire Resolve

Hire Resolves client in the Food Industry is urgently seeking the expertise of a Warehouse Assistant Manager to join their team in Hermanus, Western...


View Job
Warehouse Assistant Manager – Food Industry – R350K – R250K

Hermanus: Foreman posted by IS Recruitment

Irrigation ForemanArea HermanusCost to company TBC depending on experience.Employment Type Full TimeHours Mon Thurs 07h45 17h00 Friday 07h45 16h00Every...


View Job
Foreman

Hermanus: Structural Engineer posted by AF Consulting

Rolenbsp Structural EngineerLocationnbsp Hermanus, Western CapeSalarynbsp TBCWhat yoursquoll doDesign and review structural plans for residential...


View Job
Structural Engineer

Hermanus: Financial Services Consultant posted by AF Consulting

Rolenbsp Expat Financial Services ConsultantLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhat Yoursquoll DoManage warm leads and qualify...


View Job
Financial Services Consultant

Hermanus: SAIPA Registered Professional Accountant

Job Title SAIPA Registered Professional Accountant Location Office-based, Hermanus, Overberg, Western Cape Salary TBC What Youll Be Doing Managing...


View Job
SAIPA Registered Professional Accountant

Hermanus: SAIPA Registered Professional Accountant posted by AF Consulting

Job Title SAIPA Registered Professional AccountantLocation Office-based, Hermanus, Overberg, Western CapeSalarynbsp TBCWhat Yoursquoll Be DoingManaging...


View Job
SAIPA Registered Professional Accountant

Hermanus: Bookkeeper

Bookkeeper My client in the Overberg, Hermanus, is looking for a bookkeeper to join their boutique and dynamic accounting firm. Area Hermanus Type Full day...


View Job
Bookkeeper

Hermanus: Office Admin / PA

Role Office Admin PA Location ð Hermanus, Overstrand, Western Cape What youll be doing Managing payroll administration Handling UIF and PAYE processing...

View Job  Cape Town: PHP Developer posted by Ditto Hire

View Job
Office Admin / PA

Hermanus: Technician – Computer Hardware & Accessories

Our client is a reputable computer hardware and accessories retailer with a strong focus on customer satisfaction and quality service. They are looking to...


View Job
Technician – Computer Hardware & Accessories

Hermanus: Part-Time Beauty Therapist

Role Part Time Beauty Therapist Tuesdays Thursdays Location Hermanus, , Overberg, Western Cape Salary Hourly rate plus commission on all treatments and...


View Job
Part-Time Beauty Therapist

Hermanus: Duty Manager/Host:

Village N Life is a leading local Tourism and Hospitality group where we go above and beyond to ensure the last 10 standards are met. If you thrive on a...


View Job
Duty Manager/Host

Hermanus: Senior Accountant – Hermanus posted by Hire Resolve

Job Title Senior AccountantLocation Hermanus, Western CapeJob Title Senior AccountantLocation Hermanus, Western CapeAbout the OpportunityHire Resolve is...


View Job
Senior Accountant – Hermanus

Hermanus: Financial Services – Admin Assistant posted by AF Consulting

Rolenbsp Financial Services ParaplannerLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhatrsquos in it for you? Be part of a professional and...


View Job
Financial Services – Admin Assistant

Hermanus: Financial Manager posted by AF Consulting

Rolenbsp Financial ManagerLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhat Yoursquoll Be DoingFinancial Management amp AccountingOverall...


View Job
Financial Manager

Hermanus: Bookkeeper posted by AF Consulting

Rolenbsp Bookkeeper - Trial BalanceLocationnbsp Hermanus - OverbergSalarynbspnbspKey ResponsibilitiesFull bookkeeping function up to Trial BalanceHandling...


View Job
Bookkeeper

Hermanus: Junior Accountant posted by AF Consulting

Rolenbsp Junior AccountantLocationnbsp Hermanus, Overberg, Western CapeSalary To be discussedKey ResponsibilitiesPerform monthly bookkeeping tasks and...


View Job
Junior Accountant

Hermanus: Accountant posted by AF Consulting

Rolenbsp AccountantLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp To be discussedResponsibilitiesCompile financial statements for companies and...


View Job
Accountant

Share this to someone who needs a job:
Posted in Jobs in Hermanus, Jobs in Overberg, Jobs in South Africa, Jobs in Western Cape

More Jobs in Your Area