Service Consultant (HPI) at PPS

Minimum Requirements

Formal Qualifications  

• An appropriate undergraduate degree (business, administration, risk, and compliance)
• Post-graduate qualification will be an advantage.
• FAIS qualification and RE5 will be an advantage (requirement to obtain this once appointed)

Experience

• Appropriate experience in a client-facing role with adequate exposure to business processes
• Financial services experience will be an advantage

Duties and Responsibilities

Key Responsibilities

• Provide professional service to clients, advisers, internal and external stakeholders.
• Provide Financial Advice on products offered by PPS Health Professions Indemnity to members.
• Administration of all business processes
• Database management – understanding and managing client information on behalf of PPS Health Professions Indemnity
• Manage and submit invoices and expense claims.
• Diary management, travel, and calendar bookings
• Assist in marketing and sales activities, including promotional events and campaigns.
• Filing, scanning, and ensuring proper record keeping.
• Prepare reports and presentations as needed.
• Ensure compliance with all relevant regulations and internal policies.
• Other ad-hoc activities or duties

Computer Literacy

• Proficient in Microsoft Office suite