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Financial Advisor Assistant

Apply before May 08 2026 | 60 Days left

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Vacancy Details

Employer: Sanlam Bluestar

A well-established Sanlam Blue Star Financial Services business based in Bellville needs the services of a person with a customer service orientation to support the Financial Advisors who specialises in financial planning of professional clients and must therefore possess over strong administrative and interpersonal skills.  

Core functions include:

  • Assist the Financial Advisors to prepare for appointments with clients, including gathering the necessary documentation and information for client portfolio reviews
  • Processing of new business and investment applications
  • Capture and submit new business (NUB) applications timeously and do follow-ups when required
  • Manage and obtain outstanding requirements i.e. medical information, bank details, FICA documents
  • General administration of client information on the data basis
  • Written and verbal communication with clients such as the handling of client queries

 

Required Skills

  • Administrative Skills: 4 to 5 years
  • Insurance Products: 3 to 4 years

Candidate Requirements

  • Grade 12 as well as a minimum 5 years experience in the financial services, investment and life assurance industry
  • Good knowledge and understanding of financial products and investments
  • Very good communication and interpersonal skills
  • Strong organisational and time management abilities as well as attention to detail and accuracy in handling tasks
  • Proficient in using CRM software, MS Office and Web tools
  • Ability to handle confidential information with discretion  

Remuneration:

  • Salary of R25000/month negotiable based on relevant experience and skills
  • 22 working days annual leave
  • Group risk and income protector cover
  • Retirement fund contribution on successful completion of probation period

Forward your CV to our HR Consultant: fjjconsult@mweb.co.za

Accept that your application was not shortlisted if not invited to an interview within 10 days of submitting your CV

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