Location
western cape
Job Type
Full-time
Posted
June 30, 2026
Job Description
Reports to : Broker/Financial Planner/Branch general Manager
Based at : Gauteng/KZN/Western Cape
Occupational Category : Administration
Incentivised : Yes – optional commission
Assists Financial Planner with administrative functions and personal requests as applicable to ensure customer success in all aspect of new business , customer care & client liaison, portfolio preparation and management.
Your Role:
KEY RESULT AREAS
Customer Services
- Answers phones and respond to customer requests
- Process quotations, new business and proposals through appropriate channels
- Updates portfolio reviews, products information and customer details in the company customer relationship system (CRM and/or respective practice database “PIVOT”).
- Ensure all client records accurately maintained
- Provide customers with product, supplier and or service information via appropriate met...