Senior Financial Services Coordinator

1 week ago


Durban, KwaZulu-Natal, South Africa PPS Full time
Job Title: Senior Financial Services Coordinator

We are seeking a highly skilled and experienced Senior Financial Services Coordinator to join our team at PPS. This role offers a challenging and rewarding opportunity for an individual to utilize their knowledge and expertise in financial services to drive business growth.

We estimate that the salary for this position will be around R350,000 - R450,000 per annum, depending on experience.

Key Responsibilities:
  • Support and service intermediaries in their sales efforts by preparing quotes, statement of benefits, and other relevant supporting information.
  • Constant communication and feedback to advisers relating to all aspects of intermediaries' operations.
  • Plan, organise, and control liaisons with intermediaries, their managers.
  • Ensure continuous improvement of service standards to clients.
  • Align business practices with Treating Customers Fairly (TCF).
Requirements:
  • At least 2 years' experience in financial services or life assurance industry in a sales and/or service-related role.
  • Degree in a relevant field such as finance, accounting, or economics.
  • Familiarity with industry software and systems.
Benefits:
  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.


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