22/05/2026
WE’RE HIRING!
Portfolio Administrative Assistant The White House | Financial Planning Start Date: 1st June 2026 or to be negotiated.
We’re looking for a compliance savvy, detail driven admin professional to join our Financial Planning team. If you know your way around financial services administration, we want to hear from you!
YOU’LL NEED:
- 2+ years admin experience — ESSENTIAL RE 5 — ESSENTIAL | RE 1 beneficial, with room to study further and grow within the role.
- Basic knowledge of FAIS, F**A & POPIA Experience within the insurance related industry.
- Client Relations Management systems & financial planning software skills.
- Strong communication & organisational skills.
- A professional, client-centric attitude Valid driver’s licence and own vehicle — ESSENTIAL.
THE ROLE COVERS:
Client admin & onboarding Financial planning support Claims handling Compliance & regulatory admin Service provider liaison Reporting & documentation Commission & fee tracking
This role offers room for growth and opportunities to enter the Financial Planning sales arena.
Send your CV & cover letter to: [email protected]
Only shortlisted candidates will be contacted. We look forward to hearing from you.
The White House Team
