Financial Services Advisor Assistant

2 days ago


Plettenberg Bay, Western Cape, South Africa CA Financial Appointments Full time

CA Financial Appointments requires an exceptional Financial Services Advisor Assistant to collaborate with our Insure Advisors in the financial services sector. This dynamic individual will be responsible for delivering top-notch support to our clients.

The estimated annual salary for this position is £50,000 - £65,000, contingent upon your level of experience.

Key Job Functions:

  • Extract and summarize policy information, highlighting key points.
  • Efficiently handle new applications and quotations, upholding high standards.
  • Respond to client inquiries, providing clear solutions to their problems.
  • Foster strong relationships by arranging meetings between Insure Advisors and clients.
  • Oversee and update administrative documentation accurately, meeting deadlines.
  • Sustain exceptional customer service by adhering to Service Level Agreements.
  • Facilitate smooth policy renewals by reviewing and updating client information.

Qualifications and Experience:

  • NQF Level 4 Short Term Insurance qualification or actively pursuing it, along with a completed RE 5 Examination (Representatives).
  • A minimum of 2-3 years' experience within the insurance industry.


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