Business Support Assistant at PPS

Job Advert Summary    

• The Business Support Assistant operates in a structured, deadline-driven financial services environment. The role requires precision, consistency, and the ability to manage multiple service requests simultaneously while maintaining accuracy, compliance, and professionalism. The incumbent supports the Senior Sector Leads and acts as a key link between business, members, and internal operational teams.

Minimum Requirements    
Education:

• Matric (Grade 12)
• Related diploma advantageous
• RE 5 and FAIS accredited and compliant

Experience:

• 2–3 years’ experience in customer administration and servicing
• Experience within Financial Services, Life Assurance, or Medica Aid environments
• Exposure to advisory services and new business processing advantageous

Knowledge and Skills:

• Basic understanding of the Financial Services and Insurance industry
• Knowledge of advisory services operations and after-sales processes
• Knowledge of PPS products and systems (advantageous)

 Competencies:

• Strong verbal and written communication skills
• Client service and quality orientation
• Ability to work under pressure in a fast-paced environment
• Effective time management and prioritisation
• Multitasking and problem-solving ability
• Trustworthy, professional, and confidential
• Team player with strong relationship-building skills
• Proactive, consistent, helpful, and responsiveness

Duties and Responsibilities    

New Business Processing and Adminitration

• Quality assures (QA) applications in line with prescribed checklists and compliance standards. This included the capturing and processing of new business applications withing defined SLA timeframes.
• Monitoring application, request for information and follow up on quotes, on an ongoing basis.
• Overall management of client records on relevant systems across the internal operational teams.
• Monitor and manage the referral inbox.

 Senior Sector Lead and Client Support

• Act as a single point of contact for advisors regarding new business and related servicing queries.
• Communicate proactively with sector leads, clients, and internal stakeholders to resolve queries and manage expectations.
• Act as a support role to assist the sector leads in adhoc services.
• Consult with sector leads to clarify application details and resolve compliance issues.
• Support advisors nationally through virtual servicing and coordination of appointments.
• Conduct onboarding and discovery sessions with new advisors and clients to explain submission and servicing processes.

After-Sales and Operational Support

• Perform daily routine administrative functions in line with established procedures.
• Ensure all actions, follow-ups, and communications are correctly recorded in systems.
• Maintain performance and production tracking tools.
• Assist and attend events, conferences, workshops, and ordering required marketing material.
• Complete annual group assessments and required training.

Service Excellence and Compliance

• Take ownership of service level standards and ensure consistent achievement of accuracy and turnaround targets.
• Apply validation, QA, and compliance standards supported by the required proof of evidence (PoE).
• Deliver consistent, error-free output aligned with internal policies, procedures, and regulatory requirements

Deadline:20th May,2026