Financial Advisor Assistant (Paarl)

Key Responsibilities Process new business applications, policy amendments, claims, transfers, switches and withdrawals. Provide professional client service and liaise with product providers. Coordinate client reviews, appointments and adviser diaries. Maintain accurate CRM records, client documentation and compliance files. Monitor outstanding workflows, follow up requirements and support client retention. Identify potential client needs and refer opportunities to Financial Advisers. Job Experi… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.