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Junior Short Term Insurance Administrator/Financial Para-Planner – R18 000.00 per month

Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.To Apply, Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.

Umhlanga

Sales & Production Flow Coordinator

We are seeking a high-energy, detail-oriented professional to join our team in Umhlanga to manage the critical journey from initial customer contact to final delivery. This role is perfect for someone who thrives on juggling multiple priorities while maintaining a "customer-first" attitude. The Role at a Glance: * Salary: R20k+ CTC (including benefits). * Leave: 15 days per annum. * Start Date: Immediate (Replacement needed by March 25th). * Location: Based in Umhlanga. Only relevant job matching CVs will be considered. Please send your CV to Aimee Wheeler to: goldstarrecruit1@gmail.com Key Responsibilities: Sales & Customer Excellence * Order-to-Cash Management: Manage the full lifecycle of orders, including processing email and Shopify orders via QuickBooks, capturing payments, and issuing credits or invoices for add-ons. * Assist in coordinating & planning production of orders in managing customers orders to final delivery process. * Client Relations: Act as the primary point of contact for corporate and retail clients, providing status updates, sending mock-ups, and managing walk-in customers. * Business Growth: Proactively follow up on quotations and call on existing and new customers to drive order placement. Production Planning & Operations * Production Synergy: Update production planners for Paul and Dispatch, and "chase" production on urgent orders to ensure deadlines are met. * Logistics Mastery: Book local and international courier collections (Bob Go, TUNL, DHL) and handle complex export documentation, including SADC and export declaration forms. * Quality Control: Check and approve engraving and embossing artwork before items move into production. Administrative Oversight: * Account Management: Set up new wholesale and retail accounts on Shopify and complete vendor supplier forms. * Financial Tracking: Perform monthly reconciliations for key accounts and chase pending payments to release orders. Requirements: * Must be a team player with the ability to assist colleagues on WhatsApp and email. * Proficiency in MS Office, QuickBooks and Shopify is highly advantageous. * Experience in international shipping and customs documentation. * Ability to work in a fast-paced environment and handle returns/exchanges according to company policy.

Umhlanga