Operations Assistant (Financial Planning)
Job Placements · Kensington
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Start free — we apply for you →Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions.
The Financial Services Operations Assistant provides critical administrative and client service support to a national network of financial planners. Operating from the head office on a full-time basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product providers and clients.
Key Responsibilities
• Serve as a primary operational contact for financial planners, clients, and endorsed product providers. • Prepare complete engagement documentation, client portfolios, and review packs using Astute, Xplan, and product provider information. • Scrutinise client data to highlight planning opportunities for financial advisers. • Process new business applications, policy amendments, and service instructions accurately within designated turnarounds. • Track outstanding requirements, including underwriting decisions, medicals, and platform updates. • Maintain accurate client records, documentation, and CRM data in full alignment with internal SLAs. • Monitor revenue allocations and track business processing against established operational workflows. Requirements
• Matric certificate (essential); relevant tertiary coursework is advantageous. • 23 years of administrative experience within the financial services sector. • Practical familiarity with financial products across investments, life insurance, and retirement planning. • Proficiency in CRM software (e.g., Xplan) and Microsoft Office Suite (Excel, Word, Outlook). • Strong administrative ability with sound data management skills. Attributes
• High attention to detail and a commitment to accuracy. • Exceptional written and verbal communication skills. • Customer-centric, relationship-oriented mindset with high energy. • Proactive problem-solver who remains resilient under pressure. • Strong organizational and multi-tasking abilities. Remuneration R18 000 - R20 000 (Dependent on experience)
**Please note that only shortlisted candidates will be contacted**
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