SEESA EMPLOYEE BENEFITS - JUNIOR ADVISOR

• Provide administrative support for SEB operations, including office duties in the absence of the Office Administrator;
• Manage allocated group enquiries, complaints, membership changes, and requests via telephone, email, the employer web portal, and liaison with the Membership Department;
• Maintain accurate client records, including the collection and updating of FICA documentation and all compliance-related documentation;
• Conduct a minimum of 6 weekly client visits to allocated employer groups;
• Assist Financial Advisers with new business administration and related client support;
• Drive business growth through lead generation, prospecting, and the successful onboarding of new Health4Me clients;
• Develop and maintain a comprehensive knowledge of Momentum's products, solutions, and application processes;
• Complete the required Classes of Business within the prescribed regulatory timeframes;
• Ensure compliance with all regulatory and company requirements; and
• Perform any other duties related to SEB's services and the responsibilities of the position.

• Applicants must be in possession of a Matric (Grade 12) qualification;
• Strong administrative and organisational skills with excellent attention to detail;
• Previous experience in the financial services industry will be advantageous;
• Successful completion of the RE5 regulatory examination is an operational requirement;
• Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint) and internet applications;
• Excellent interpersonal, communication, and customer service skills;
• Proven ability to build and maintain strong client relationships;
• Demonstrated ability to work independently, use initiative, and manage priorities effectively; and
• Valid driver's licence and own reliable transport are essential.

A gross monthly salary of R 20 035-00, R 1 000-00 travel allowance and R 800-00 monthly telephone allowance is offered to the successful applicant.

Contact Details: Candice Rodel - 012 810 0903 or Sign in to view email.

Subject Line: Junior Financial Advisor Pretoria

Closing Date: 14 August 2026.