Our client is seeking a highly organised and detail-oriented Centralised Proposition & Operations Assistant to provide administrative and client service support within a fast-paced financial services environment.

This role is responsible for supporting financial planners, managing client documentation, processing financial service requests, and ensuring exceptional service delivery while maintaining compliance with industry regulations.

KEY RESPONSIBILITIES:

Provide administrative and client service support to financial planners
Act as the first point of contact for client and adviser queries via phone, email, and internal systems
Build and maintain strong relationships with clients, financial planners, and product providers
Prepare client portfolios, financial planning packs, meeting documentation, and review documentation
Identify opportunities within client portfolios for financial planners
Process new business applications, policy amendments, and service requests accurately and within agreed turnaround times
Manage and follow up on applications and instructions submitted to product providers
Maintain accurate and up-to-date client records, demographics, financial information, and supporting documentation on CRM systems
Track and follow up on outstanding requirements, including underwriting, medicals, and investment information
Liaise with insurers, investment platforms, and other product providers to obtain updates and required information
Ensure all documentation and client interactions comply with regulatory and internal requirements
Manage workloads effectively to meet service level agreements (SLAs)
Escalate complex or high-risk matters where necessary
Contribute to continuous process improvements and maintain exceptional client service standards

REQUIREMENTS:

Matric (Grade 12) is essential
2–3 years' experience within the financial services industry is preferred
Relevant tertiary qualification is advantageous
Experience working with financial products, including investments, insurance, and retirement products, is advantageous
Proficient in Microsoft Office Suite (Excel, Word, Outlook)
Experience working with CRM systems
Experience using Xplan, Astute, and NAV is advantageous
Strong administrative, organisational, and data management skills
Excellent written and verbal communication skills
High attention to detail with strong accuracy
Ability to manage multiple priorities and work within strict SLAs
Customer-focused with excellent relationship-building skills
Professional, proactive, and able to work effectively under pressure
Knowledge of FAIS, AML, and Treating Customers Fairly (TCF) principles is advantageous
Strong problem-solving skills and ability to work collaboratively within a team

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*