Adviser Assistant

PSG Konsult LtdZA

3 days ago

Job description

Job title : Adviser Assistant

Job Location : Eastern Cape,

Deadline : February 26, 2026

Quick Recommended Links

Jobs by Location
Job by industries

Job description :

To provide general administrative assistance to the Advisers. The position will focus on general administration of short-term insurance, life-insurance and investments.

Responsibilities :

Liaising with Underwriting staff to complete underwriting tasks and queries

Liaising with claims clerks to lodge client claims and queries

Liaising with underwriting staff to complete new applications and quotations

Prepare new business

Issuing new policies, renewals, and endorsements

Negotiating renewal terms and preparing the renewal documentation

Recordkeeping (electronic)

Provide regular feedback to relevant parties (client / stakeholders)

Obtaining the correct information from clients, recording details and information accurately on the relevant systems

Provide administrative support

Able to navigate and assist clients on CRM systems

Minimum requirements :

Matric Certificate

NQF 4 Short Term Insurance Certificate OR NQF 5 Wealth Management Certificate OR Relevant Financial Degree (Preferred)

RE 5 Certificate (Advantageous)

1 – 2 financial services experience, specifically in short-term insurance or wealth management

Skillset Required :

Strong computer literacy (MS Office)

Good verbal and written communication skills

Strong administration skills

Attention to detail

Planning and organising skills

Time management skills

Highly reliable, adaptable, and resilient

Highly client focused with good interpersonal skills

Perform well under pressure

Great multi-tasker

CLOSING DATE : 11TH, NOVEMBER,2025

Administrative / Management jobs

Create a job alert for this search

Assistant • ZA

Related jobs

Promoted
New!

Insure Adviser | Vredenburg

The Recruitment CouncilSouth Africa

VACANCY | INSURE ADVISER ASSISTANT (SHORT TERM) | LANGEBAAN, WESTERN CAPE | PERMANENT.PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with emplo...Show moreLast updated: 20 hours ago

Promoted

Aspiring Financial Adviser-Hermanus

Old MutualZA

Job title : Aspiring Financial Adviser-Hermanus.Aspires to be a Financial Advisor.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-Mafikeng

Old MutualZA

Job title : Aspiring Financial Adviser-Mafikeng.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser- Pinelands

Old MutualZA

Job title : Aspiring Financial Adviser- Pinelands.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join on...Show moreLast updated: 30+ days ago

Promoted

Commissioned Financial Adviser-Pinelands

Old MutualZA

Job title : Commissioned Financial Adviser-Pinelands.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser-Vredendal

Old MutualZA

Job title : Advancing Financial Adviser-Vredendal.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser . A minimum of Long-term Insu...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser- Witbank

Old MutualZA

Job title : Aspiring Financial Adviser- Witbank.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 30+ days ago

Promoted
New!

Wealth Adviser Assistant

Psg KonsultSouth Africa

VACANCY | WEALTH ADVISER ASSISTANT | KLOOF, KWAZULU-NATAL | PERMANENT.PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a...Show moreLast updated: 20 hours ago

Promoted

Aspiring financial Adviser-Standerton, Ermelo, Nelspruit

Old MutualZA

Job title : Aspiring financial Adviser-Standerton, Ermelo, Nelspruit.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneuria...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser- Witbank

Old MutualZA

Job title : Advancing Financial Adviser- Witbank.Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying ...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser- Limpopo

Old MutualZA

Job title : Aspiring Financial Adviser- Limpopo.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one ...Show moreLast updated: 24 days ago

Promoted

Advancing Financial Adviser- Pinelands

Old MutualZA

Job title : Advancing Financial Adviser- Pinelands.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser .A minimum of Long-term Ins...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-Vredendal

Old MutualZA

Job title : Aspiring Financial Adviser-Vredendal.Aspires to be a Financial Advisor.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one...Show moreLast updated: 30+ days ago

Promoted

Commissioned Financial Adviser-Springbok

Old MutualZA

Job title : Commissioned Financial Adviser-Springbok.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser-Ceres

Old MutualZA

Job title : Advancing Financial Adviser-Ceres.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser . A minimum of Long-term Insuranc...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-Witbank

Old MutualZA

Job title : Aspiring Financial Adviser-Witbank.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one o...Show moreLast updated: 30+ days ago

Promoted

Advancing Financial Adviser-Knysna

Old MutualZA

Job title : Advancing Financial Adviser-Knysna.Qualifications and Experience .A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser...Show moreLast updated: 30+ days ago

Promoted

Aspiring Financial Adviser-North West

Old MutualZA

Job title : Aspiring Financial Adviser-North West.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join on...Show moreLast updated: 30+ days ago