How To Apply

  • Click on the vacancy and read the entire job spec carefully.
  • Ensure that you have the required qualifications, experience and personal skills that the position is asking for.
  • Check that your salary expectation matches the package offered.
  • Complete the application questionnaire and do not leave any fields blank.
  • Include only the attachments that you are asked for, we will contact you directly should additional documents/certificates be required.

Administrator (Financial Services)

Location: Somerset West

Ref: LRP24007

Type: Permanent

Industry: Professional

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.


  • Process new and existing business (Investments, Risk Business, Medical Aid, Trusts, Estates)
  • Monitor all activities relating to client reviews, requests, and new business.
  • General client liaison
  • Assist with the administration of deceased estates, insurance claims, etc.
  • Work scheduling and diary planning for the Financial Advisor.
  • Electron filing
  • Other relevant admin related tasks


  • Matric / Grade 12 Essential
  • Industry related qualifications will be beneficial
  • RE Exams will be a major advantage or the willingness to pursue these qualifications


  • Microsoft Office (Outlook, Excel, Word)
  • General Financial Services/Insurance/Investment Industry knowledge
  • Platforms systems and software of investment platforms and insurance companies, (e.g., Allan Gray, Glacier, Ninety-One, Old Mutual, Discovery, Momentum, Sanlam, etc)
  • Legislation Compliance awareness (FICA / FAIS / FATCA / POPIA / TCF etc.)

Other Competencies and skills

  • Attention to detail, results driven, work independently & problem solver.
  • Client and Service centred approach to work and clients
  • Excellent English and Afrikaans communication skills
  • Own transport

Salary: Negotiable, dependent on skills and experience



  • Ensure you meet all the requirements
  • Complete all the requested information below
  • Remember to attach your CV
  • Once your application has been made, you will receive a generic e-mail to confirm the receipt of your application
  • Only short-listed  candidates will be contacted
  • Should you not be contacted by a consultant within 2 weeks, please consider your application as unsuccessful.