Our client, an investment‑led financial planning business based in Morningside, Durban, is looking for a dedicated Administrator to join their growing team. This is a permanent position designed for a methodical professional who thrives in a relationship‑oriented environment.
Key Requirements
- Education: A valid Matric certificate.
- Experience: At least 3 years of experience within the financial services or investments industry.
- Industry Knowledge: Prior experience at a CAT I FSP, specifically handling investments, long‑term insurance, employee benefits, medical aid, and gap cover.
- Technical Literacy: High competence in Microsoft Office (Excel, Word, and Outlook).
- Regulatory Awareness: A solid understanding of the Financial Services Industry ecosystem, including FAIS and FICA legislation.
Responsibilities
- Compliance Support: Preparing compliance documentation for client files and audits....