Administrator (Life Insurance / Investments) – PTA003777/JB
Gauteng - PTA - East
Banking & Insurance
15000 -
20000 Monthly
Market Related Offer -
Negotiable
Published date:
29 June 2026
Permanent
Work alongside an award-winning Financial Planner, gaining valuable experience in a supportive and high-performing environment. If you are passionate about financial services and committed to excellence, this is the opportunity for you.
Key Responsibilities:
- Provide general administrative support and personal assistance to the Financial Advisor.
- Prepare client quotes and process policy amendments.
- Manage claims and new business applications.
- Update investment portfolios and conduct risk profiling.
- Address premium non-payments and related inquiries.
Requirements:
- Minimum of 3 years’ experience in a similar role.
- Proficiency in both English and Afrikaans.
- Valid driver’s license and own transport.
The proposed salary for the role is R15k – R20k per month – the final offer will depend on qualifications, experience and skills.