Career Opportunities at PPS

Purpose of the Job:

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Minimum Requirements    

Formal Qualifications:

• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF L6 tertiary qualification is the minimum preferred
• NQF L7 and higher is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

 Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities    

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

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Job Advert Summary    

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client’s life cycle.

The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R500 000 Annual Premium Income (API) by year 1. Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and even better if can bring it over to PPS.

Minimum Requirements    

Formal Qualifications 

• Bachelor’s degree with relevance to Finance, Financial Planning, Investment Management 
• CFP, CFA or Post-Graduate/Honours/Master in a qualification relevant to the role
• RE 5 completed
• FAIS accredited and compliant.

Knowledge

• Knowledge of financial markets and solutions
• Knowledge of Financial institutions
• Client care and practice management
• Product and technical knowledge
• FAIS and FICA.

Experience

• Minimum 5 Years as a Financial Planner/Advisor preferably within the Affluent segment
• Wealth Management experience 
• Demonstrable client acquisition, retention and sales required
• Proven ability to deal with new and existing clients on an ongoing basis.

Computer Literacy

• Proficient in MS Office (Word, Excel, and Outlook) and the Internet
• Ability to use recommended planning tools and processes.

Core Competencies

• Strong relationship management, sales and business development skills
• Excellent interpersonal, verbal and written communication skills
• Well-developed analytical and problem-solving ability
• Business acumen
• Excellent understanding of the Financial Services Industry
• Technical excellence of Financial solutions, products, legislative environment and tax environment

Holistic Financial Planning         

• Advanced client discovery techniques – helping client set, articulate goals;
• Discussing risk, investment objectives and constraints;
• Return and risk expectations – contingency planning & fall-back plans
• Wealth accumulation reviews – performance and evaluation
• Risk assessments and solution planning for Death, disability, income protection & dread disease
• Fiduciary planning and implementation
• Risk management & protection techniques
• Small business protection
• Establish and recommend the creation and implementation of optimal comprehensive life-long wealth management plan
• Service and review process & methodology – Client service orientation
• Referral selling - extending client relationship through family and business partners
• Leadership ability to manage members of the Pod structure
• Ethical behaviour
• Attentive to detail and accuracy
• Empathetic towards clients with sound listening skills
• Target driven and a hunter profile
• Resilience

Duties and Responsibilities    

Key Responsibilities

• Build a Wealth practice of High-net worth clients with a focus on Asset Accumulation, Risk Solutions, Business Solutions, Wealth Protection and Wealth Growth
• Build and manage client relationships that result in a successful partnership
• Accountable for the portfolio of High-net worth clients
• Advice-led Wealth Management delivering FAIS/FICA and compliant reports, service and solutions always
• Deliver and provide recommendations leading to the creation and implementation of an optimal comprehensive/holistic life lone wealth management plant
• Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.
• Collaborate and partner with clients to preserve wealth and optimize assets to income that will meet life long, lifestyle expectations
• Develop and implement wealth transfer /legacy planning that reflects the client’s needs and the needs of the family or business partnership
• Collaborate, co-ordinate and monitor a trusted team of experts to provide a fully integrated and well-rounded Wealth management service. These will include both internal and external strategic partners, vendors, providers and professional relationships
• Use advanced business marketing techniques to build a wealth management practice – target market, unique value proposition and referral-based client acquisition
• Integrate and co-ordinate PPS services and solutions to maximise the value of the member relationship
• Ensure all PPS business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets
• Maintain personal development and knowledge skills
• Strictly adhere to the house views, best practice and business protocols
• Establish service levels that are appropriate to the client; transitioning inappropriate clients to Para-planner
• Deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
• Customer centric and display a positive and professional image of PPS by building and maintaining relationships
• Pod management ensuring targets, quality standards, customer experience and outcomes are achieved
• Monitor and evaluate work progress of Pod members.

go to method of application »

Job Advert Summary    

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Minimum Requirements    

• Matric (Grade12)
• Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
• NQF 7 and above qualifiction is highly  advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities    

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

go to method of application »

Job Advert Summary    

• To support the CEO by providing strategic direction aimed at enhancing broader access of the organisation’s products and services to members of medical aid schemes, to address the sustainability needs of clients through the managed care strategy, as well as ensure that the organisation is a key player in the provision and delivery of managed healthcare services through forging close ties with key stakeholders.
• Managing the achievement of all managed healthcare targets for defined areas within the full spectrum of managed healthcare services sought by clients in the health insurance market.
• To provide new and innovative managed healthcare solutions within the health insurance industry
• To contribute to the increase of profitability of the organisation by effectively planning, organising, leading & controlling operations thereby also ensuring that the existing business is maintained
• To maintain responsibility and strategic direction for the provider and analytics functions
• To support clients schemes in their benefit design processes
• Ensure that contractual service levels across the functions described above are met
• Lead clinical meetings for client schemes as well as attend special committee meetings
• Lead business development and revenue generation opportunities for the business
• Understanding of digital landscape and the use of technology to improve access and lower cost.

Minimum Requirements    

• Healthcare Degree
• Leadership/ Business Qualification (NQF level 8) advantageous
• It is a requirement of the organisation for the incumbent to consistently enhance his /her development by taking ownership of his/her learning and to keep abreast of changes within the Health insurance industry and the global village at large.

Minimum Experience :

• 3 – 5 years executive management experience essential
• Successful track record in a managed healthcare environment advantage.
• Experience in designing revenue generating solutions
• Good knowledge of contractual agreements and legal alignments thereof, an advantage.
• Member of appropriate professional medical bodies e.g. SAMA, SAPC, SANC etc
• Good knowledge of the Medical Schemes Act No. 131 of 1998 preferred.
• Clinical protocol development disease management experience essential .

Duties and Responsibilities    

• Continuously contribute to the evaluation and development of organisational strategy and performance in co-operation with the executive team.
• Plan, develop & implement strategy for operational management & development so as to meet agreed organisational performance plans within agreed budgets and timescales (covering relevant areas of operation i.e. Clinical Risk/ Medicine Management/ Disease Management/ Preauthorisation/ Case Management/ Wellness Programmes and Medical Underwriting).
• Establish and maintain appropriate systems for measuring necessary aspects of operational management and development.
• Monitor, measure and report on operational issues, opportunities and development plans and achievements within agreed formats and timelines.
• Manage and develop direct reporting staff.
• Manage and control organisational expenditure within agreed budgets.
• Liaise with other functional business unit managers so as to understand all necessary aspects and needs of operational development, and to ensure that they are fully informed of operational objectives, purposes and achievements.
• Maintain awareness and knowledge of organisational strategy and provide suitable interpretation to managers and staff in the organisation thereby ensuring successful implementation thereof.
• Be aware and act on all opportunities for increasing the client base and obtaining new business.
• Establish profitable relationships with new and existing clients.
• Ensure activities meet with and integrate with organisational requirements for quality management, health and safety standards, legal stipulations, environmental policies and general care of duty.
• Execute responsibilities according to lawful and ethical standards in alignment with PPS Healthcare Administrators’ Code of Ethics.
• Remain aware of competitor products and activities relevant to maximising revenue.
• Remain abreast of market trends and give feedback to the CEO.
• Deliver the highest standards of customer service through management to achieve business, improve long-term customer retention and secure referral business.
• Assist in medical scheme product development and benefit design.
• Manage and develop core product diversification.
• Assist and compliment the efforts of the Client Principal Officers in the areas related to care coordination and managed care for scheme members.
• Adhere to and demonstrate PPS Healthcare Administrators’ value proposition:
• We are eternally curious: Question it
• We take extreme ownership: Own it
• We do the right thing: Do it right