Administrative Head Financial Services - PE

SUMMARY:
Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth.

POSITION INFO:
Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth.

Location: Port Elizabeth

Requirements:

• Minimum 10 years’ experience in long-term insurance and investment administration.
• RE5 (mandatory).
• Relevant industry qualification, such as:
• NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field.
• Previous experience in a supervisory role (preferred).
• Strong knowledge of long-term insurance products and processes.
• Excellent understanding of FAIS, FICA, POPIA, and FSCA regulatory frameworks.
• Advanced administrative and organisational skills.
• Strong leadership and people-management capabilities.
• Ability to manage pressure, deadlines, and a high-volume environment.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Proficiency in CRM systems, provider portals, and Microsoft Office.

• Professional, punctual, ethical, and client-focused.
• Strong problem-solving ability.
• Proactive and process-driven.
• Reliable and able to manage confidential information with discretion.
• Excellent people skills

• Oversee day-to-day administration of all long-term insurance products, including:
• Life cover
• Investments (unit trusts, endowments, tax-free savings, lump sum products)
• Retirement annuities, preservation funds, living annuities
• Life, Disability and dread disease benefits
• Ensure accurate and timely submission of all new business, servicing requests, and claims.
• Manage escalations with providers and resolve complex administrative issues.
• Create, implement, and monitor internal processes and SOPs for efficiency and compliance.
• Maintain strong relationships with product providers, underwriters, and service consultants.

• Ensure administrative processes comply with FSCA, FAIS, POPIA, FICA, and internal compliance frameworks.
• Maintain proper record-keeping, data integrity, and document management systems.
• Monitor that all processing (KYC, FICA, client onboarding, reviews) meets regulatory standards.
• Assist with compliance audits and ensure the administrative team meets all governance requirements.
• Oversee accurate and up-to-date KYC/FICA compliance for all clients.

• Lead, mentor, and supervise the administration team.
• Allocate workloads and monitor output to ensure deadlines are met.
• Provide ongoing training on products, systems, compliance, and administrative processes.

• Ensure high-quality communication with clients and brokers/advisors.
• Oversee the preparation of client files, onboarding packs, review packs, and compliance documentation.
• Handle high-level client service issues and ensure efficient resolution.
• Support advisors with accurate information, updates, and administrative support.

• Manage CRM systems and ensure accurate data capturing and workflow management.
• Implement process improvements to enhance service delivery and operational effectiveness.
• Ensure that all service level agreements (internal and external) are met.
• Maintain knowledge of new products, regulatory changes, and industry developments.
• Contribute to strategic planning regarding operations and administrative capacity.