Financial Advisor Assistant for personal and comme

Company
Job description
๐Ÿ“ Potchefstroom, Southern
๐Ÿ’ผ Full time
๐Ÿ’ฐ Competitive
๐Ÿ“… Posted 09/06/2026

Job description

Minimum requirements:Matric completedNQF 4 Certificate in Short-Term Insurance2 years commercial short-term insurance experienceRegulatory Exam completed, RE5Proficient in both spoken and written English, Afrikaans and one other official South African languagComputer literacy (MS Office)DOFA confirmation from FSCAResponsibilities:Maintain and update the CRM systems (MyPractice / MyBase)General administration and complianceEnsuring smooth workflow in daily operationsPreparing quotations for new โ€ฆ

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