Personal Assistant to adviser

Succession Financial Planning

Date: 1 day ago

City: Springs, Gauteng

Contract type: Full time

Managing incoming calls and client enquiries

Diary and appointment management for the Financial Adviser

Following up on insurance claims

Following up on quotations and new business

Processing life, investment and short-term insurance applications

General policy administration and maintenance

Liaising with insurers and service providers

Providing excellent service to our valued clients

Previous administrative experience (financial services or insurance experience will be advantageous)

Excellent organisational and communication skills

Computer literate (Microsoft Office)

Ability to multitask and work under pressure

Strong attention to detail

Professional telephone etiquette

Reliable, trustworthy and self-motivated

Opportunity to grow within a professional financial advisory practice

Supportive team environment

Ongoing training and development

To apply: Please email your CV to Sign in to view email

Applications close: 15 August 2026

Join a team committed to helping clients build and protect their financial future.

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