SEESA EMPLOYEE BENEFITS - JUNIOR ADVISOR
SEESA
- 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 ***email_hidden***.
Subject Line: Junior Financial Advisor Pretoria
Closing Date: 14 August 2026.