Advisory Assistant; Med Aid, Health Ins and Gap Cover - Kloof

We are seeking a highly organised and detail-oriented Advisory Assistant to provide administrative and client support to advisors in a busy financial services practice specialising in medical aid, health insurance and gap cover. This role suits a professional, client-focused individual who can manage multiple priorities while delivering efficient and accurate support.

Key Responsibilities:

• Support Advisors with quotations, applications and new business processing

• Liaise with clients to obtain documentation, schedule meetings and resolve queries

• Assist clients with completing forms and compliance requirements (FICA, FAIS, POPI)

• Maintain accurate records on CRM systems and track workflows, renewals and plan changes

• Issue confirmations of cover and follow up on outstanding matters

• Provide general practice administration support as required

Requirements:

• Matric
• Tertiary qualification in Financial Services or a related field (e.g. Financial Planning, Finance, Banking, Investment Management) advantageous
• FAIS-recognised qualification beneficial
• Previous administrative experience in financial services and medical insurance essential
• Strong organisational, communication and time-management skills
• High level of accuracy, integrity and attention to detail
• Ability to work independently and perform under pressure
• Proficient in MS Office (O365); CRM and quoting systems advantageous

If you meet the above criteria, we look forward to receiving your application.