Job Description
About the Role
We are seeking a highly experienced Senior Financial Planning Administrator to join our team in Paarl. The successful candidate will be responsible for managing the administration function, ensuring timely completion of new business and supporting advisers with quotations and product information.
Key Responsibilities
- Administration of either: Long-term insurance and investments, including life, disability, income protection, and investment portfolios
- Administration of short-term and commercial insurance, including personal and business policies, renewals, endorsements, and claims
- Processing of: New business applications Policy amendments and endorsements Withdrawals, switches, and claims Debit order changes Beneficiary updates
- Administration of medical aid, gap cover, and/or employee benefits (where applicable)
- Liaising with insurers, UMAs, and investment platforms Monitoring outstanding requirements
- Handling client servicing queries Maintaining accurate records in line with FAIS and FICA requirements
Requirements
- 510 years experience in a financial advisory or brokerage environment
- Strong knowledge of either: Long-term insurance and investment products OR Short-term and commercial insurance
- Experience dealing with insurers, UMAs, or investment providers
- Strong administrative and organisational skills
- Ability to work independently and manage multiple priorities
Qualifications
- Formal education/certifications (if applicable)
Salary & Benefits
- Salary details not specified in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Drakenstein
In the Drakenstein region of South Africa, the accounting and finance industry is a significant sector, with various companies across different industries requiring professionals to manage their financial operations effectively. Typically, this role involves handling financial records, preparing financial statements, and providing financial analysis to support business decisions. Generally, the job market for accountants and finance professionals in Drakenstein is stable, with opportunities for career advancement available.
When it comes to salaries, a broad range of R800 000 – R1 500 000 per annum can be expected, although this can vary widely depending on factors such as experience, company size, and industry sector. Typically, senior positions or those in larger companies tend to command higher salaries. However, please note that these figures are only a general guideline, and actual salaries may differ.
Common skills required for accounting and finance roles include proficiency in financial software such as Excel, SAP, or Oracle; strong analytical and problem-solving skills; attention to detail and organizational abilities; effective communication and interpersonal skills; knowledge of generally accepted accounting principles (GAAP) or international financial reporting standards (IFRS); and a solid understanding of tax laws and regulations. Other relevant skills may include data analysis, business acumen, and IT skills.
Industries commonly employing accountants and finance professionals in Drakenstein include the financial services sector, technology industry, manufacturing sector, and public sector organisations. These roles often involve working closely with senior management to provide strategic financial guidance and support business growth initiatives.
Career development opportunities for accounting and finance professionals are diverse, with potential paths including senior leadership roles, specialised technical expertise, or transitioning into related fields such as business analysis or audit. Many companies also offer training and development programs to enhance skills and stay up-to-date with industry trends.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Learn the common software and tools used in your industry - stay current with technology.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Pretoria: Recruitment Consultant
What Youll Do Own your niche market, understanding client needs and delivering top-tier talent solutions Manage the full recruitment lifecycle:…
View JobCape Town City Centre: Hyster and Reach Truck Operators
Kindly apply if you meet the minimum requirements. Should you not hear back from us within 2 weeks consider your…
View JobCape Town City Centre: Sales Representative
Minimum Requirements: Must have a minimum of 1 to 2 years experience as a Telesales and Sales Representative in the…
View JobTzaneen: Capturing and Credit Control Manager
Company and Job Description: A dynamic organisation is looking for an experienced Manager: Capturing & Credit Control to oversee and…
View JobJohannesburg: Sales Engineer
Key Responsibilities: Develop and maintain relationships with new and existing clients within Gauteng Identify customer requirements and propose appropriate...
View JobSouth Africa: 1x SENIOR SPA Manager needed to join a team of a beautiful Safari Lodge Pilanesberg â North West
Role Summary Overview of the role and its contribution to the guest journey. The Lodge Spa Manager holds full accountability…
View Job
Browse Employers
Job Alerts