Centralised Proposition & Operations Assistant (12-Month FTC)

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 

• 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