Insurance Administrator / Para-planner

SUMMARY:
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POSITION INFO:

Our client is seeking a motivated and detail-oriented individual to join their team as an Insurance Administrator / Para-planner.

Job Description:

This role involves supporting the financial advisors with a range of administrative tasks, including managing client queries, coordinating annual reviews, preparing quotes, and assisting with claims processing.

This position offers a valuable opportunity to gain hands-on experience in the financial services industry. There is also potential for further study and career development toward becoming a qualified financial advisor.

Requirements:

• Grade 12 Certificate essential
• Insurance / Financial Planning Certificates (advantageous)
• Strong attention to detail
• Excellent communication and interpersonal skills
• Proficiency in MS Office applications
• Minimum of 3 years experience in office administration

Should you wish to apply, please kindly email your CV through to Kirsten Smith at

Only shortlisted candidates will be contacted. Should you not receive a response within 14 days, please consider your application unsuccessful. We will keep your CV on our database for any other relevant roles that may arise.