Senior Clerk

We are looking for a self-reliant individual with proven experience in administrative support and a solid understanding of insurance processes to be part of our operational support insurance team. Under the direction of the department head, you will be responsible for administering the FSCA central and representative register for representatives and key individuals and general administration.

You will be working for a well-established company with strong values. In exchange for your services, you will receive a competitive compensation package. You will be joining an organisation that values employee development and rewards excellent performance.

YOUR RESPINSIBILIES WILL INCLUDE:

• Coordinate the registration and deregistration of representatives and key individuals, ensuring all key individuals consistently meet fit‑and‑proper regulatory requirements.
• Perform monthly reconciliations between the FSCA register and the organisation’s internal system to ensure accurate and compliant records.
• Process, authenticate, and maintain records relating to qualifications, regulatory exam (RE) outcomes, class of business (COB) status, and continuing professional development (CPD) for all registered representative
• Manage user enquiries and error notifications received from the sales team, ensuring timely resolution in accordance with departmental SLA requirements.
• Identify, replicate, and troubleshoot system errors, escalating unresolved issues to ICT together with clear replication steps and supporting documentation.
• Support ICT with User Acceptance Testing (UAT) by providing accurate testing inputs and validating system functionality.
• Assess and interpret monthly productivity files to identify Financial Associates (FAs) earning minimum wage and highlight non‑productive individuals for corrective action.
• Prepare comprehensive monthly debit reports, request acknowledgements of debt, review high‑risk cases, and initiate required investigations.
• Distribute coaching performance reports to the sales team, flag non‑compliance with coaching requirements, and follow up on remedial actions taken.
• Provide support and guidance on enquiries related to the Coaching Application.

• You should be in possession of a Grade 12 certificate.
• You should be in possession of a tertiary qualification.
• 2 - 3 years' experience in the financial industry legislation.
• You should have previous experience in providing administrative support and coordinating projects.

Equity Statement: We are committed to Employment Equity when recruiting internally and externally. It is company policy to promote from within wherever possible. “Preference will be given to suitably qualified individuals from previously disadvantaged groups in South Africa.”