ADMINISTRATIVE ASSISTANT - FINANCIAL ADVISORY PRACTICE

Introduction

An established financial advisory practice in Newcastle KZN is looking for an organised, detail-oriented Administrative Assistant to join our small, professional team. The practice advises individuals, professionals and businesses on retirement, investments, life insurance and estate planning. This is a permanent, office-based position.

Duties & Responsibilities

• Preparing client files and documentation ahead of adviser meetings

• Compiling, checking and submitting new business applications to product providers

• Tracking submissions and following up on outstanding requirements until policies and investments are issued

• Ensuring client records meet FAIS and FICA compliance requirements

• Maintaining accurate client records on the practice’s systems

• General office administration and client liaison

Desired Experience & Qualification

• Matric (Grade 12) essential

• Minimum 2 years’ administrative experience in financial services (life insurance, investments or employee benefits)

• Experience with new business submissions and provider online portals

• Working knowledge of FAIS and FICA requirements

• Proficient in MS Office (Outlook, Word, Excel)

• Strong attention to detail, good organisational skills and the ability to manage multiple deadlines

• Professional telephone manner and good written communication

• RE5 will be an advantage

Package & Remuneration

Market-related salary, commensurate with experience. Permanent position, Monday to Friday, office hours.

Interested?

Please apply with your CV through PNet by 22 November 2026 Only shortlisted candidates will be contacted. If you have not heard from us within two weeks of the closing date, please consider your application unsuccessful. Personal information will be processed in line with POPIA and used solely for this recruitment process.