Personal Assistant to Senior Financial Advisor (Liberty)

East Rand
Salary: Market Related
Job Type: Permanent
Sectors: Admin Insurance Investment
Reference: PA (Bedfordview)

Apply before May 30 2026 | 61 Days left

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Vacancy Details

Employer: EQ-FIN

We are seeking a highly organised and proactive Personal Assistant to support a Senior Financial Advisor in managing daily administrative, client service, and operational responsibilities. This role is ideal for someone who is detail-oriented, client-focused, and able to work in a fast-paced, professional environment.

Administrative Support

Manage and maintain the advisor’s diary, appointments, and meetings
Handle incoming calls, emails, and correspondence professionally
Prepare meeting packs, reports, and client documentation
Maintain accurate filing systems (electronic and physical)

Client Service

Act as the first point of contact for clients
Schedule client reviews and follow-ups
Assist with onboarding new clients (FICA documentation, forms, etc.)
Ensure a high standard of client communication and service delivery

Operational & Compliance Support

Assist with preparation and submission of applications and policy documentation
Ensure compliance with regulatory and company requirements
Liaise with product providers, administrators, and internal teams
Track outstanding requirements and follow up on pending business

Candidate Requirements

Requirements

Proven experience as a Personal Assistant, Administrator, or similar role (preferably in financial services)
Strong organisational and time management skills
Excellent verbal and written communication skills
High attention to detail and accuracy
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to handle confidential information with discretion

Qualifications

Matric (Grade 12) essential
Relevant diploma or certification in administration, finance, or related field (advantageous)

Key Competencies

Professionalism and reliability
Strong interpersonal skills
Ability to multitask and prioritise effectively
Problem-solving mindset
Client-centric approach

What We Offer

Exposure to the financial services industry
Opportunity for growth and development
Supportive and professional working environment

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About EQ-FIN

EQ-FIN is an outsourced assurance management company which represents Liberty Life and Stanlib in the South African financial services industry.

While we distribute Liberty life insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives to provide even more, and assures you of our service.

We are determined to be the first choice for clients, financial advisors and Liberty Life in the South African financial services sector, and to become the largest, tied independent insurance distribution company in the world.

We aim to contract 500 individual advisors to Liberty Life, this in turn ensures that at least 3000 people are being fed daily. They are therefore able to work or be educated. It is our belief that job creation creates a healthy South Africa.