Financial Planning Operations Assistant — Client & Data Lead

Fouche & Co Recruitment; Gauteng; On-site; ZAR 200,880 - 223,200; Full time

Job summary

Fouche & Co Recruitment represents a prominent financial services firm in Sandton seeking a Financial Services Operations Assistant. You will provide essential administrative and client service support to a national network of planners, working from the head office on a full-time basis.

Responsibilities include preparing engagement documentation, managing client portfolios, reviewing packs, and ensuring CRM data compliance.

Qualifications

• Matric certificate is essential; tertiary coursework is advantageous.
• 2–3 years of administrative experience within financial services.
• 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.

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 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.

Skills

CRM proficiency

MS Office

Data management

Attention to detail

Communication skills

Education

Matric certificate

Tertiary coursework

Tools

Xplan

Astute

Job description

Fouche & Co Recruitment represents a prominent financial services firm in Sandton seeking a Financial Services Operations Assistant. You will provide essential administrative and client service support to a national network of planners, working from the head office on a full-time basis.

Responsibilities include preparing engagement documentation, managing client portfolios, reviewing packs, and ensuring CRM data compliance.