Position Overview
A well-established, boutique, family-run financial planning and insurance firm based is seeking a highly organized, systematic, and detail-oriented Policy Administrator to provide comprehensive support to their team of Junior and Senior Financial Advisors. This is a permanent, full-time role based in office with some flexibility. Working hours are 07:30 to 16:30 with a 1 hour lunch break. In this role, you will be the operational core keeping their clients' Short-Term and Long-Term Insurance Portfolios pristine and up to date. Their vision is to be the best private insurance brokerage in South Africa—attracting high-quality clients, building a sustainable business, and fiercely championing their clients' rights. They are a close-knit, collaborative team that truly cares for one another just as they care for their clients. They value honesty, accountability, and a genuine growth mindset, always looking for ways to adapt and improve. You will work closely with advisors, other administrat...