Junior Advisor – Employee Benefits

About the role

We are looking for a motivated Junior Advisor to support our Employee Benefits division. You will work closely with the Office Administrator and the Membership Department to ensure smooth operations and high‑quality client service.

Key responsibilities

• Provide administrative support for SEB operations, covering office duties when the Office Administrator is absent.
• Manage group enquiries, complaints, membership changes, and requests via phone, email and the employer web portal.
• Maintain accurate client records, including collection and updating of FICA and other compliance documentation.
• Conduct at least six client visits per week to allocated employer groups.
• Assist Financial Advisers with new‑business administration and related client support.
• Generate leads, prospect new clients and onboard Health4Me customers.
• Develop comprehensive knowledge of Momentum’s products, solutions and application processes.
• Complete required Classes of Business within regulatory timeframes and ensure overall compliance.
• Perform any other duties related to SEB’s services as required.

Required profile

• Matric (Grade 12) qualification.
• Strong administrative and organisational abilities with high attention to detail.
• Previous experience in the financial services industry is advantageous.
• Successful completion of the RE5 regulatory examination.
• Excellent interpersonal, communication and customer‑service skills.
• Proven ability to build and maintain client relationships.
• Self‑motivated, able to work independently and manage priorities.
• Valid driver’s licence and reliable personal transport.

Required skills

• Proficiency in Microsoft Outlook.
• Proficiency in Microsoft Word.
• Proficiency in Microsoft Excel.
• Proficiency in Microsoft PowerPoint.
• Competent use of internet applications.

What we offer

• Gross monthly salary of R 20,035.
• Travel allowance of R 1,000 per month.
• Telephone allowance of R 800 per month.