Financial Planning Administrator- Kloof, KZN- R25-30 000

A position exists for a Financial Planning Administrator at a large Independent Brokerage in Kloof, Durban.  Applicants should have experience in administrative or client support roles

Duties will include obtaining and checking quotations; preparing and checking new applications; dealing with client queries; and assisting with policy amendments, claims, annual reviews and commission payments. Applicants should have work experience in the Long-Term Insurance industry, ideally a related qualification, and an understanding of Insurance and Investment policies, relevant legislation and compliance thereof, and experience with benefit analysis.