Available Vacancies at PPS

Qualification:

• Relevant tertiary qualification – BCom or similar financial degree.

Experience:

• 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

Competencies:

• Strong attention to detail.
• Ability to work independently and be proactive.
• Very organized with a strong administration background.
• Excellent communication skills – verbal and written.
• Reliable and dependable.
• Passionate, ambitious, and energetic.
• Friendly and professional.

Duties and Responsibilities

• Provide administrative support to Investment Specialist in and out of office.
• Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
• Train and provide support to IFA assistants on PPSI administrative procedures and systems.
• Coordinate regional workshops and client functions.
• Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
• Assist regional office team with general office requirements as needed.
• Handle client queries face to face, written and telephonic. 

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Minimum Requirements

Education:

• NQF level 4 : Grade 12
• VDQ will be an advantage
• ACFE will be an advantage

Experience:

• 10 years’ experience within a Short-Term Insurance claims environment (both for Commercial and Personal Lines).
• Minimum 5 years Loss Adjusting / Investigating of Short-Term Insurance Claims both Personal Lines and Commercial
• Advanced knowledge of property insurance, claims verification, coverage evaluation, loss assessment (both physical damage and financial loss), reserving, insurance legal & regulatory environment, claims processes, applications/systems and procedures, and finance.
• Codeplex experience would be an advantage.

Knowledge and Skills:

• Customer Service Skills
• Thorough understanding of claims handling process
• Knowledge of Commercial and Personal Lines claims processes and the validation thereof.
• Negotiation Skills
• Risk management.
• Knowledge of the Auto Body repair industry.
• Proficiency in claims management software and Microsoft Office Suite.

Competencies:

• Problem solving
• Business Acumen
• Writing and communication skills – including the ability to communicate technical information.
• The ability to prioritize and multi-task
• Teamwork, leadership and motivational skills
• Persuading and influencing
• Proactive thinking
• People skills and able to communicate at all levels
• Able to handle pressure situations

Duties and Responsibilities

Key Responsibilities:

• Multi-skilled Claims Moderator (STI Motor and Non-Motor)
• Overseeing claims Investigation
• Assessment and Analysis
• Negotiation and Settlement
• Documentation and Reporting
• Customer Service
• Continuous Improvement and process implementation

Risk and Compliance

• Adhere to internal SLA's to ensure operational efficiency and achievement of agreed customer service standards
• Identify trends in claims and train consequences thereof into the claims team.
• Ensure adherence to audit requirements.
• Ensure adherence to regulatory and compliance requirements.

People and Culture

• Create a motivated work environment where employees want to work hard to achieve service excellence by providing regular feedback on their performance and by making sure that the employees' efforts are recognized.
• Determine and analyse training needs for the claims team and ensure that all agreed development/training interventions are scheduled, approved and executed.
• Ensure continuous improvement and updating of work instructions and process documents.
• Provide input in development and updating guidelines to support the assessment/investigation of  claims.

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Minimum Requirements

• Grade 12.
• Commercial degree or Internal Audit degree.
• 1 to 3 years’ experience in a Medical Aid Scheme environment required.
• 1 to 3 years’ internal audit experience required.
• Knowledge of the Medical Schemes Act and related legislation/regulation is required.
• Knowledge of IIA standards and ISO 9001
• Data privacy and compliance to POPI act
• Quality awareness and orientation.
• Planning and organising
• Analytical
• Excellent communication skills (both verbal and written communication)
• Investigative and interviewing skills
• Computer literacy: MS Office package and knowledge of all relevant operating systems (g. or MIP)
• CAAT (Computer Assisted Audit Tools)- (IDEA, ACL, Qliview,) Exposure advantageous.
• Interpersonal skills (including conflict management skills)

Duties and Responsibilities

• Assist with minimising risk to company achieving its strategic objectives.
• Verify that effective controls are in place and adhered to, to minimise risks for the company.
• Verify adherence to policies and procedures, scheme rules, SLAs, and all relevant legislation.
• Drafting of engagement letters
• Drafting of working papers
• Conduct audit and compliance monitoring testing
• Drafting of reports
• Reporting back to Management on the results of the work done
• Plan and execute audits according to the approved Internal Audit plan.

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Education: 

• CA (SA) with post-articles experience would be an advantage.
• BEE related course or experience 

Experience:

• Experience in managing BBB-EE and verification process within a medium sized company.
• Financial statements and monthly management accounts preparation/drafting including Group consolidations experience would be an advantage.
• Good technical knowledge of IFRS.
• Proven track record of being involved in the preparation or audit of Annual Financial Statements.
• Previous experience in an insurance company would be an advantage.
• Financial Services experience. 
• IFRS 17 knowledge or experience would be an advantage

Knowledge and Skills:

• In-depth knowledge, understanding and application of the BBBEE legislation. 
• Understanding of the Financial Sector Code, Amended Codes of Good practices, Skills Development Act and Employment Equity Act.
• IFRS17 knowledge an advantage
• Consolidations knowledge an advantage
• Project management 
• Is adept in the use of the latest MS Office package, particularly Excel, Word and Power-point 
• Exposure to various software solutions   
• Knowledge of Great Plains and OneStream systems will be an advantage 

Competencies:

• Influencing skills.
• Performance & Results Driven.
• Assertiveness.
• Analysis and Problem SolvingPersuasive and influential. 
• Quality & detail oriented. 
• Innovative.
• Responsible & accountable. 
• Attention to detail.

Duties and Responsibilities

BBBEE :

• Prepare scenario and gap analysis for the improvement of the PPS Group BBEEE rating for  
• the PPS Group 
• Keep up to date with any legislative changes impacting BBBEE reporting 
• Manage verification process from assessment/analysis of BBEEE status, file preparation and compilation, up to handover to verification agency.
• Conduct internal reporting including the monthly BBBEE scorecards
• Identify, establish and maintain effective working relationships with the relevant stakeholders across the organisation who have a material impact on the outcomes of BBBEE in the company
• Manage and coordinate the BBBEE process in an efficient manner and guide the BBBEE stakeholders for the target levels to be achieved at operational level
• Guide all BBBEE stakeholders on the relevant codes of good practice
• Compile monthly reports to assist in assessing the BBBEE status
• Implement and maintain processes and policies to ensure compliance and improvement of scores
• Compile the relevant assessment tool and train users on this tool
• Monitor monthly progress with regards to each operation BBBEE status via the BBBEE tool.
• Identify and escalate concerns for intervention.
• Conduct mini audits across operations, at least one in addition to the actual annual verification.

Fixed Assets :

• Maintenance of the fixed asset register.
• Monthly reporting of fixed assets.
• Annual reporting related of fixed assets including preparation of related disclosures for financial statements purposes
• Monthly payments of capex and ensuring that these payments are within approved budget

Reporting:

• Preparation of monthly journal entries.
• Reconciling all balance sheet accounts to third party documentation.
• Coordination and Preparation of monthly management accounts for specific entities within Group Finance.
• Completion of consolidation workings and up-load into reporting system.
• Coordination and preparation of quarterly, related-party confirmations.
• Preparation of separate and group Annual Financial Statements (IFRS) including liaison with auditors and where applicable other subsidiaries within the Group.
• Assisting in the annual budget Preparation process within Group Finance. 

Insurance renewal:

• Gives input into for renewal of insurance policies  
• Assist in managing the project timelines for renewal of insurance policies 

Adhoc:

• Perform other adhoc tasks that may arise which may include amongst others daily releasing of payments made by Creditors and Bookkeepers, presentation of training on certain topics to Group Finance, assisting in certain tasks from the Executive: Group Finance and Group CFO office etc. 

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Qualification:

• Relevant tertiary qualification – BCom or similar financial degree.

Experience:

• 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

Competencies:

• Strong attention to detail.
• Ability to work independently and be proactive.
• Very organized with a strong administration background.
• Excellent communication skills – verbal and written.
• Reliable and dependable.
• Passionate, ambitious, and energetic.
• Friendly and professional.

Duties and Responsibilities

• Provide administrative support to Investment Specialist in and out of office.
• Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
• Train and provide support to IFA assistants on PPSI administrative procedures and systems.
• Coordinate regional workshops and client functions.
• Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
• Assist regional office team with general office requirements as needed.
• Handle client queries face to face, written and telephonic. 

go to method of application »

Minimum Requirements

Formal Qualifications:

• A relevant Bachelors degree or equivalent qualification is required
• CFP would be advantageous
• South African driver’s license and must have own transport

Experience and Knowledge:

• Insurance industry-related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

• Computer Literate (MS Office Package)

Interpersonal and Intrapersonal Skills:

• Relating to customers within a diverse market
• Communication in writing.
• Communicating orally with good presentation skills.
• Quality orientated.
• Reliable.
• Customer focussed.
• Resilient
• Results driven.

Duties and Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry. 
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed model. 

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Formal Qualifications:

• Matric (Grade 12).
• A three year or higher Bachelor’s degree or National Diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience and Knowledge:

• At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential

Computer Literacy:

• MS Office package, particularly Internet, Outlook, and Excel

Interpersonal and Intrapersonal Skills:

• Relating to customers
• Communicating in writing
• Communicating orally
• Quality orientated
• Reliable
• Customer focused
• Resilient
• Results-driven

Duties and Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information
• Constant communication and feedback to Advisors relating to all aspects of intermediary operations
• Plan, organise and control liaisons with intermediaries, their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices

go to method of application »

Minimum Requirements

Qualification:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or CFA level 1 would be advantageous.

Experience:

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Computer Literacy:

• MS Office package, particularly Internet, Outlook, Excel and Power Point.
• CRM experience.
• Client database experience an advantage.

Interpersonal and Intrapersonal Skills:

• Relating to Customers.
• Excellent communication skills.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.
• Service driven professional with a strong need for financial independence.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving

Duties and Responsibilities

Broker Consultant:

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Investment Specialist:

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to the Area Manager.

go to method of application »

Minimum Requirements

Qualification:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or CFA level 1 would be advantageous.

Experience:

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Computer Literacy:

• MS Office package, particularly Internet, Outlook, Excel and Power Point.
• CRM experience.
• Client database experience an advantage.

Interpersonal and Intrapersonal Skills:

• Relating to Customers.
• Excellent communication skills.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.
• Service driven professional with a strong need for financial independence.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving

Duties and Responsibilities

Broker Consultant:

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Investment Specialist:

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to the Area Manager.

go to method of application »

Formal Qualifications:

• Matric.
• Post Matric qualification in business related studies or equivalent. 
• Bachelor’s degree in business related studies or equivalent an advantage.

Knowledge & Experience:

• 4 -6 years’ technical support and operations experience with an extensive knowledge of all Tier 1 systems.
• 2- 4 years leadership experience.
• 5+ years financial services industry experience will be an advantage
• Ability to manage multiple activities, meet deadlines and adapt quickly to changing priorities.
• Ability to work in a self-directed, fast-paced environment.

Strategic Orientation:

• Knowledge and understanding of the PPS Mutual vision, strategy and products.
• Ability to organise activities/ functions to form a bigger picture.

Computer Literacy:

• Adaptable in the use of the latest MS Office Package (e.g. MS Excel, PowerPoint, Word, etc.).

Behavioural Competencies:

• Sense of urgency and highly accountable.
• Complex problem-solving skills.
• Analytical and solutions orientated. 
• Excellent relationship building skills.
• Attention to detail and high levels of accuracy.
• Highly organised.
• Energetic and enthusiastic.
• Self-motivated.
• Good communicator.
• Team player.
• Ability to work under pressure.

Duties and Responsibilities

• Working with cross-functional teams to deliver exceptional service to all customers by attending to and resolving highly technical and complex system problems and queries in line with quality standards and published SLA’s. 
• Support the team culture and performance standards by collaborating with all the business units within PPS Mutual to resolve Production queries and complex system problems with the necessary technical proficiency and troubleshooting.
• Analyse and interpret data for reinsurance and valuation purposes.  
• Ensuring that the technical support team is adequately skilled and trained to support all business units.
• Find solutions to reduce manual intervention on all Tier 1 Systems.
• Assist with Business testing as and when required.