Personal Assistant to Executive Financial Advisor/Branch ManagerUmhlanga, KwaZulu-Natal

Hereford Group Umhlanga · Umhlanga, KwaZulu-Natal

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An established Liberty-affiliated Executive Financial Advisor and Branch Manager is seeking an experienced and highly organised Personal Assistant to support his business practise.

Requirements

✅ Minimum 5 years Insurance Industry experience

✅ Experience with

  • Liberty Blueprint Online
  • Workbench / Advice Plus
  • Inn8
  • Stanlib
  • Signing Hub
  • QuicklySign
  • Liberty Learning University

✅ Strong Microsoft Word, Excel and Outlook skills

✅ Diary and calendar management experience

✅ Excellent telephone skills

✅ Professional English communication

✅ Exceptional customer service skills

✅ Strong administrative and organisational abilities

✅ Must reside in or near Umhlanga

✅ Willingness to work additional hours and occasional Saturdays when required

✅ Able to assist with office administration and event planning

Package

  • Starting Salary: R12,000 per month
  • Permanent Position
  • Professional working environment
  • Opportunity to work directly with a senior Liberty Executive Financial Advisor/ Branch Manager

Start Date - 21st of September 2026

Interested candidates should forward their detailed CV together with a brief motivation highlighting their experience with Liberty systems to:

leannej@herefordgroup.co.za

Only suitably qualified candidates will be contacted

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