Niche Consultant at PPS

Purpose of the job:

• This role is responsible for service delivery to a select group of financial advisers and maximizing their experience through setting and maintaining exceptional service standards.  The incumbent is a specialist dealing with financial advisers and their client queries and/or complaints, exception reporting and providing an excellent service offering. Understanding the financial advisers’ preferred way of working as well as their practice management to drive mutual revenue growth that includes our business is a key part of this role.

Minimum Requirements    
Ideal experience:

• 2-3 years’ experience within financial services industry; investments /LISP/ Asset Management environment
• Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
• Knowledge and experience in client services / contact centre environments / client relationship management / client correspondence / MIS and reporting advantageous

Ideal qualifications:

• Bachelor’s degree in commerce related field essential
• CFP or studying towards one would be an advantage 

Competencies & ideal personality attributes:

• Client Centricity
• Communication skills (written and verbal)
• Business writing skills
• Building and maintaining relationships
• Planning and organizing
• Attention to detail
• Resilience
• Team success
• Results driven
• Business acumen  

Systems knowledge:

• MS Office with a CRM system exposure as an advantage

Duties and Responsibilities    
Financial Adviser support and service

• Build strong working, personalised business relationships with financial advisers, key individuals and their practice
• Establish and enhance best practices to support the financial adviser and their practice
• Identify opportunities to present PPS products that are relevant to their client base
• Partner with the Investment Specialist to identify a sustainable Sales strategy tailored to the financial adviser(s)
• Monitor flows for upselling and retention opportunities.
• Handle all queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner
• Applying technical knowledge and understanding to secure an end-to-end finalisation of financial adviser and their client’s requests
• Working across organisational boundaries to obtain outstanding information and clarify instructions received to enhance their experience
• Proactively identify potential problems that will strain the business relationship with the financial adviser or their clients.
• Address any real-time problems regarding service issues and enquiries to resolve them swiftly.
• Responsible for managing reputational risk ensuring compliance with regulatory requirements, procedures, service standards and complaints
• Promotion of PPS Investments technology offering and responsible for an adoption rate >95%
• Remain updated and informed on legislative and industry changes
• Technical understanding of all PPS Investments products and business processes and the ability to apply that understanding to daily outputs
• Meet with the Financial Adviser regularly to align strategic objectives of the Niche offering to their business

Reporting and investigating

• Identifying and resolving any delays to investing client funds.
• Daily, weekly and monthly flows reporting
• Tracking cases issued and assist with incident corrections
• Causal and trend analysis
• Conduct forums to give feedback on trends
• Identify efficiencies, recommend changes and enhancements, drive implementation, and monitor success thereof

Deadline:13th February,2026