Paarl: Senior Financial Planning Administrator posted by Merand Corbett & Associates

March 29, 2026 Jobs in Cape Winelands

Merand Corbett & Associates

Western Cape

Other Finance/Accounting

Job Description

Key Responsibilities
Administration of either:

Long-term insurance and investments, including life, disability, income protection, and investment portfolios
OR
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, UMA’s, and investment platforms
Monitoring outstanding requirements and ensuring timely completion of new business
Supporting advisers with quotations and product information
Handling client servicing queries
Maintaining accurate records in line with FAIS and FICA requirements

Requirements

5–10 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, UMA’s, or investment providers
Strong administrative and organisational skills
Ability to work independently and manage multiple priorities
Professional communication skills

Additional Information

Key operational role with responsibility for managing the administration function
Experience within an independent financial advisory practice will be advantageous

***ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED***

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

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When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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