Senior Financial Planning Administrator

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002195/Doret

Date posted:

Wednesday, March 25, 2026

Location:

Paarl, South Africa

SUMMARY:
An experienced Senior Financial Planning Administrator is required to manage the administration function within a financial advisory environment.

The role will focus on either long-term insurance and investments or short-term/commercial insurance, depending on the candidate’s experience.
This is a key operational role supporting advisers, ensuring efficient processing of new business, ongoing client servicing, and compliance with regulatory requirements.

The successful candidate must be highly organised, proactive, and able to work independently.

POSITION INFO:
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***

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