{"id":1451466,"url":"https://alion.io/job/simplify-hr-proprietary-limited-centralised-proposition-and-operations-assistant-sandhurst","title":"Centralised Proposition and Operations Assistant (Sandhurst)","company":{"id":1891733,"name":"Simplify HR","domain":"simplify.hr","url":"https://alion.io/company/simplify-hr","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":{"grade":"B","score":75,"open_postings":409,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":33,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["ZA"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":9000,"max_usd":15000,"period":"year","method":"role_seniority_country_cell","sample_n":26},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false},{"name":"SLI/SLO/SLA","optional":false}],"status":"live","first_seen_at":"2026-08-18T00:00:00Z","employer_posted_date":"2026-08-18","last_verified_at":"2026-09-29T13:23:43Z","board_verified":false,"closed_at":null,"days_open":63,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":63},"description":"NB: Please note that this is a 12 month fixed term contract, with the possibility of becoming a permanent rolePurpose of role:\nTo provide efficient administrative and client service support within the Service Hub, ensuring accurate processing of financial planning requests, timely communication with clients and advisers, and a high standard of service delivery in line with regulatory and company requirements. Support is provided nationally through established remote work processes, ensuring consistent service delivery across all regions. The role forms part of the Central Proposition Team and is encouraged to collaborate with the Financial Planners, Central Support Team and Product Providers.\nKey Responsibilities\n1. Client Service & Communication\nImplementation of the centralised proposition service to a panel of financial planners.\nAct as a first point of contact for client queries (email, phone, or internal systems).\nProvide prompt, professional, and accurate responses to client and financial planner requests.\nMaintain strong relationships with financial planners, clients, and external product providers.\nDevelop and maintain strong relationships with endorsed third party product providers.\nEnsure all interactions align with client service standards and brand expectations.\nUtilise the internal communication templates / framework for all correspondence sent to clients.\nAdhere to the culture and principles of Treating Customers Fairly.\n2. Administrative & Operational Support\nScrutinise client data to identify opportunities for the financial planner to present to the client.\nPrepare accurate and complete documentation required for the engagement between the financial planner and the client. This includes financial planning meetings, reviews or any other engagement identified as part of the Centralised Proposition service level agreement.\nPreparation of client portfolios using Astute or product provider information. Ensure Xplan information is up-to-date and always maintained (including client demographics and financial information).\nProcess new business applications, policy amendments and service requests timeously and accurately.\nManage new business applications and any other instruction submitted to the product providers to ensure they are completed accurately and within agreed timeframes.\nEnsure that the expected revenue is received and allocated / processed in line with internal business processes.\nMaintain up-to-date and accurate client records on CRM systems (including data / information and evidentiary documents where relevant).\nTrack and follow up on outstanding requirements to ensure timely completion.\n3. Workflow\nManage assigned work items within agreed service level agreements (SLAs).\nPrioritise workload effectively to meet deadlines and service expectations.\nEscalate complex or high-risk cases to senior team members when required.\nProvide ongoing feedback to the financial planner/s where needed. Concise, clear communication is essential.\nEnsure all documentation / evidence and instructions are recorded on the internal CRM system to ensure standardised and continuous service is provided to all financial planners and clients alike.\n4. Provider & Stakeholder Relationship\nLiaise with product providers (e.g., insurers, investment platforms) to obtain information, updates or confirmations.\nFollow up on outstanding information such as medicals, underwriting decisions, or investment details.\nCoordinate between internal teams (financial planners, central team and management).\n5. Compliance & Risk Management\nEnsure all work adheres to regulatory requirements (e.g. FAIS, AML and any other relevant legislative requirements).\nMaintain strict confidentiality of client information at all times.\nIdentify and flag any potential compliance risks or irregularities.\nFollow internal processes, policies, and quality standards at all times.\n6. Systems\nFull awareness and understanding of information available to support the financial planner.\nFull understanding of CRM and associated processes to provide guidance to the financial planner.\n7. Continuous Improvement\nContribute to improving Service Hub processes and efficiencies.\nIdentify recurring issues and suggest solutions.\nParticipate in training and development to enhance technical knowledge.\nKey Skills & Competencies\nTechnical Skills\nStrong administrative and data management skills.\nFamiliarity with financial products (investments, insurance, retirement products) is advantageous.\nExperience using CRM systems and Microsoft Office (Excel, Word, Outlook)\nBehavioural Competencies\nComputer skills: Microsoft Office Suite\nAttention to Detail: methodical, have a high level of accuracy in all tasks\nCustomer Focus: Committed to delivering excellent client service\nCommunication: Clear, professional written and verbal communication\nOrganisation & Time Management: Ability to manage multiple tasks and deadlines\nProblem Solving: Proactively resolves issues and escalates when necessary\nTeamwork: Works collaboratively within the Service Hub environment\nHigh energy individual who is customer centric and relationship oriented\nInitiative-taking work ethic\nProfessional presence: displays a professional image and conducts himself / herself professionally at all times\nResilient under pressure\nAbility to multi-task\nQualifications & Experience\nMatric (essential)\n2-3 years’ experience in financial services industry preferred\nRelevant tertiary education courses are advantageous.\nKey Performance Measures\nTurnaround times (SLA adherence)\nAccuracy and quality of processing\nClient and financial planner satisfaction levels\nOpportunities identified and successfully closed\nVolume of cases processed\nError rates / rework levels\n• Responsiveness to client and adviser 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