Administrative Head Financial Services

3 days ago

Port Elizabeth, Eastern Cape, South Africa Headhunters Full time R100 000 - R450 000 per year

Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Administrative Head Financial Services (long-term insurance and investment) to their team based in Port Elizabeth.

Candidates must be able to work under pressure, manage time-lines, and have experience dealing with high net worth individuals.

This is an awesome career opportunity.

Requirements:

  • A minimum of 10 years' experience in financial services administration is essential, along with deep knowledge of long-term insurance, investments, retirement products, and regulatory requirements.
  • RE5 Qualification.
  • Relevant industry qualification such as NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field.
  • Previous supervisory experience preferred.
  • Strong knowledge of long-term insurance products and processes.
  • Excellent understanding of FAIS, FICA, POPIA, and FSCA frameworks.
  • Advanced administrative and organisational skills.
  • Strong leadership and people-management abilities.
  • Ability to manage pressure, deadlines, and high-volume work.
  • Excellent written and verbal communication skills.
  • High attention to detail and accuracy.
  • Proficiency in CRM systems, provider portals, and Microsoft Office.
  •  

Responsibilities, but not limited to:

  • Oversee day-to-day administration of long-term insurance products, including life cover, investments, retirement annuities, preservation funds, living annuities, life, disability, and dread disease benefits.
  • Ensure accurate and timely submission of new business, servicing requests, and claims.
  • Manage escalations with providers and resolve complex administrative issues.
  • Create, implement, and monitor internal processes and SOPs for efficiency and compliance.
  • Maintain strong relationships with product providers, underwriters, and service consultants.
  • Ensure administrative processes comply with FSCA, FAIS, POPIA, FICA, and internal compliance frameworks.
  • Maintain proper record-keeping, data integrity, and document management systems.
  • Monitor that all KYC, FICA, client onboarding, and review processes meet regulatory standards.
  • Assist with compliance audits and ensure all governance requirements are met.
  • Oversee accurate and up-to-date KYC and FICA compliance for all clients.
  • Lead, mentor, and supervise the administration team.
  • Allocate workloads and monitor output to ensure deadlines are met.
  • Provide ongoing training on products, systems, compliance, and administrative processes.
  • Ensure high-quality communication with clients and advisors.
  • Oversee preparation of client files, onboarding packs, review packs, and compliance documentation.
  • Handle high-level client service issues and ensure effective resolution.
  • Support advisors with accurate information, updates, and administrative assistance.
  • Manage CRM systems and ensure accurate data capturing and workflow management.
  • Implement process improvements to enhance service delivery and operational efficiency.
  • Ensure all service level agreements are met.
  • Maintain knowledge of new products, regulatory changes, and industry developments.
  • Contribute to strategic planning regarding operations and administrative capacity.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.

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