Administration (Validations) Consultant at PPS

Purpose of the role:

• This role is responsible for the complete validation of client instructions and requests. The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company. Working across the operations team to meet the standard service level agreements.

Minimum requirements:

• Relevant supporting tertiary qualification is a pre-requisite.
• A minimum of 5 years’ experience in an administration environment within financial services / LISP / Asset Management environment would be an advantage.
• MS Office – intermediate level of MS Word & Excel.
• Sales Logix or another comparable CRM application is an advantage

Ideal competencies & attributes:

• Technical knowledge
• Attention to detail
• Planning & organising
• Communication skills
• Client centricity
• Results driven
• Team success
• Building & maintaining relationships
• Resilience
• Business acumen

Duties and Responsibilities    

• Validation for all PPS Investments LISP and Asset Management offering
• Processing applications for all product streams
• Coordination of Section 14 and 37 transfers
• Ensure that each intermediary is licensed to sell our Products
• Handling enquiries from client intermediaries and broader distribution force with first time resolution
• Maintenance of commission arrangements with intermediaries
• Management of documentation iro FICA & FAIS legislation and other regulatory requirements
• Ensure our client and intermediaries comply with all regulatory requirements
• Update client information on CRM
• Management of stakeholder relationships to ensure improved client experience
• Ensure all clients instructions are processed timeously and accurately
• Follow up on all pending instructions
• Ensure our clients comply with the prudent investment guidelines
• Manage work allocated to you
• Responsible to ensure that all client documentation is stored electronically as per company policy
• Prioritise all work allocated to administration and all client instructions within standard level agreements

Deadline:27th February,2026