Operations Assistant (Financial Planning)

SUMMARY:
Sandton - Are you an organized financial services administrator looking to take the next step in your career with an industry-leading team? We are seeking a proactive and detail-orientated individual to deliver top-tier operational and administrative support within a high-performing financial planning service hub.

POSITION INFO:
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.

• Matric certificate (essential); relevant tertiary coursework is advantageous.
• 2–3 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.

• 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.