Job Description
About the Role
We are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Merand Corbett & Associates in Paarl. As a key operational role, you will be responsible for managing the administration function, ensuring seamless day-to-day operations and providing exceptional support to our advisers.
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
Qualifications
No formal qualifications are required for this role.
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.
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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