Career Opportunities at PPS

Qualification:

• Post Matric qualification or on this path (compulsory).

Knowldege & Experience:

• Minimum 2 years’ service and administration experience.
• 3+ years industry experience will be an advantage.
• Coaching skills.
• Ability to work in a self-directed, fast-paced environment.
• PPS Mutual Product knowledge will be an advantage.

Duties and Responsibilities

• Participation in user acceptance testing [depending on shift]
• Post Implementation Support
• Continuously improve quality of service delivery through identification of issues on Tier 1 systems that prohibits delivering the expected service
• Attend to Fresh Service and Technical Support mailbox within the agreed SLA
• Reduce manual intervention
• Attend to the Manual Solution workflows within agreed SLA
• Testing Solutions for specific members to activate it in production 
• Assist with Business testing through the process
• Test production after the build has been released to production.

Behavioural Competencies:

• Knowledge of PPS Mutual products relating to claims administration.
• Attending to claims communication, administration and follow ups
• Excellent communication skills, verbal and writing for claims administration
• Post production testing to be completed after each release and sign off provided based on the shift. This will only be required if the Claims Technical Specialist is on the late shift.
• Continuously improve processes to deliver a better service and improve quality, this include processes on manual interventions. 
• Ensure that the Fresh Service tickets, and  Technical Support mailbox  is attended to, and provide the relevant guidance to the Operations team.
• Start the correct Manual Solution workflows, with the documentation attached. This process include the Red Flags on Hidden Plans on InTouch.

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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.

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.

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Qualifications:

• Chartered Accountant (SA)
• Bcom Accounting/ Honours with post-articles experience would be an advantage.
• Previous experience in an insurance company or in financial reporting would be an advantage.

Knowledge & Experience:

• Knowledge of the insurance industry an advantage.
• Good technical knowledge of IFRS.
• IFRS17 knowledge an advantage.
• Consolidations knowledge an advantage.
• Proven track record of being involved in the preparation or audit of Annual Financial Statements. 

Strategic Orientation:

• This role gives technical input into accounting matters .
• Responsible for preparation of key management reports to the Exco and Board.
• Key person ensuring reporting is accurate, timely and of a high standard.
• Responsible for preparation of general Ledger items and reconciliation.
• Key person ensuring control environment is sound regarding Financial Reporting by adhering to deadlines and meeting the required quality standards for key controls.
• Drive certain strategic activities for Group Finance.

Communication:

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences, including senior management/executives.
• Expresses opinions, information and key points of view clearly and assertively.
• Is confident in conceptualising, building and presenting plans related to presentations.
• Anticipates and responds promptly and appropriately to the needs, reactions and feedback of various stakeholders internally and externally.

Commercial Acumen:

• Able to prioritise and work under pressure.
• Able to meet strict deadlines.
• Ability to gain an understanding of the various group companies, analyse reports / data, and ask informed questions.
• Managing process and people to meet strategic objectives.
• Perform work at the highest level of Quality.
• Be internally curious and proactive for own development. 

Computer Literacy:

• Is adept in the use of the latest MS Office package, particularly Excel, Word and Power-point.
• Exposure to various software solutions.
• Knowledge of OneStream, CPM and Great Plains an advantage.

Duties and Responsibilities

Reconciling:

• Reconciling certain income statements accounts and all balance sheet accounts to relevant documentation and workings.
  Investigating and resolving variances 
• Documentation of system processes and record of the controls for ease of controls monitoring.

Management Reporting:

• Coordination and Preparation of monthly management accounts for group and various subsidiaries for Exco. This includes:
• Completion of consolidation workings and up-load into reporting system
• Reconciling / proof of various key balances 
• Preparation of I/S, KPIs, review and updating of commentary for Exco Finance report and various subsidiaries
• Preparation of key graphs 
• Preparation of quarterly board reports for the relevant entities
• Analysis and commentary on variances in income and expenses

Statutory reporting:

• Preparation of Group Annual Financial Statements (IFRS) including liaison with auditors and other subsidiaries/Business units.

These includes:

• Preparation and coordination of working packs for the Group and all subsidiaries.
• Reconciliation of all numbers to reporting system. 
• Updating of financial and non-financial information for financial statements purposes.
• Preparation of Annual Financial Statements (IFRS). 
• Attending to audit queries. 

System Administrator

• System administrator: CPM (Financial Reporting system/tool) and Great Plans accounting system.

Budgeting (Subsidiaries)

• Overseeing and managing the budget process for all entities within responsibility.
• Input of budgets for central costs and revenues for all entities.
• Review of budgets and obtain a sound knowledge of what is driving income and expenses.
• Providing inputs for preparing of budget presentations for Exco and Board budget meetings.

IFRS

• Analysis of the effect of new IFRS standards including preparation of journals for IFRS 17 purposes.