Advisory Assistant (Med Aid, Health Insurance & Gap Cover) Kloof, Durban

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.

We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.

By applying, you confirm that:

• We may retain your personal information in our database for future matching of suitable opportunities
• We may contact you when suitable opportunities arise
• The information you have provided to us is true, correct and up to date