Hermanus: Financial Services – Admin Assistant posted by AF Consulting

July 16, 2025 Jobs in Hermanus

Hermanus: Financial Services – Admin Assistant posted by AF Consulting

Posted on 2025-07-16 00:00:00

Employer	AF Consulting
Category	Finance/Accounting Management
Location	Western Cape / Hermanus

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!

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