Current Jobs at PPS

Job Advert Summary

The focus of this job is to design and implement strategies for the different Regions, making connections with people, motivating and inspiring them to achieve results.

The work involves driving toward results by enrolling the commitment and buy-in of others. While the job requires strong initiative and self-direction, results are only achieved with and through people.

Minimum Requirements    

Education: 

• A bachelor’s degree is essential, and an Honors degree and PPS membership would be preferable.
• Certified Finance Planner would be advantageous. 

Experience:

• At least 10 years Sales Management experience in sales and distribution within the Financial Services or similar environment.
• 10+ years’ experience in Insurance product sales or advice.
• 7+ years’ experience managing diverse multiple regions across different geographical areas.
• Proven track record in people management and leading a sales team.
• Proven track record in achieving sales targets.
• The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets.

Knowledge and Skills: 

• Knowledge and understanding of the dynamics of the graduate professional client market.
• Knowledge of best practice in financial advisory services.
• Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, production margin and acquisition costs and how these drives impact on the value of new business as a contributor to the success.
• Knowledge of life insurance products.
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational and miss-selling risk.
• Proficient in all aspects of using a computer, ie MS Office package etc.

Competencies: 

• Strong commitment to results.
• Strong Sense of urgency for goal achievement.
• Ability to delegate authority.
• People/relationships focus.
• Persuasive “selling” style.
• Stimulating communicator.
• Cooperative, collaborative decision-making ability.
• Ability to inspire / motivate others, and engage their commitment.
• Ability to work in a fast-paced environment.
• Ability to run multiple projects simultaneously.

Duties and Responsibilities    

• Develop strategies/initiatives to unlock sales opportunities within and across all channels.
• Develop and implement productivity standards, minimum standards, and sales best practices.
• Ensure the achievement of sales objectives within the region.
• Design, implement and monitor corrective action to address shortcomings in achieving sales objectives.
• Drive efficiency and effectiveness programmes within the External Distribution sales team.
• Accountable to deliver annual sales profitability, target and volume through appropriate sales and distribution channels for multiple regions.
• Keep abreast with market trends and monitor competitor activities in so far that they impact achievement of External Distribution sales targets.
• Actively engage with, and build strong relationships with key business partners, associations, stakeholders to achieve objectives.
• Lead, motivate and drive performance of the sales teams including internal and external stakeholders.
• Identify, open and cultivate new sources of External Distribution members
• Drive and grow new intermediary relationships across South Africa in order to build the External Distribution broker base.
• Take full responsibility for growing API and member numbers.
• Manage a budget and expenditure and logistics of a decentralized office

go to method of application »

Minimum Requirements    

Formal Qualifications:

• Matric (Grade 12).

Experience and Knowledge:

• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.

Computer Literacy:

• MS Office package, particularly, Internet, Outlook, and Excel.
• Interpersonal and Intrapersonal Skills:
• Careful.
• Helpful.
• Conscientious.
• Consistent.
• Responsive.
• Client service orientation
• Target-driven

Duties and Responsibilities    

Main duties and responsibilities:

• Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
• Check and capture applications:
• Within 4 hours of being received.
• With a 95% accuracy level.
• Support functions include performing daily routine procedures.
• Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
• Communicate outstanding requirements after the request has been uploaded.
• Complete an annual assessment on appropriate systems.
• Provide administrative backing to the Life Specialists and directly to intermediaries.
• Provide quotations and statements of benefits to intermediaries.
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist the Life Specialists in organising broker workshops.
• Ordering necessary forms and brochures for the office when needed.

go to method of application »

Minimum Requirements    

Formal Qualifications:

• Matric (Grade 12).

Experience and Knowledge:

• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.

Computer Literacy:

• MS Office package, particularly, Internet, Outlook, and Excel.
• Interpersonal and Intrapersonal Skills:
• Careful.
• Helpful.
• Conscientious.
• Consistent.
• Responsive.
• Client service orientation
• Target-driven

Duties and Responsibilities    

Main duties and responsibilities:

• Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
• Check and capture applications:
• Within 4 hours of being received.
• With a 95% accuracy level.
• Support functions include performing daily routine procedures.
• Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
• Communicate outstanding requirements after the request has been uploaded.
• Complete an annual assessment on appropriate systems.
• Provide administrative backing to the Life Specialists and directly to intermediaries.
• Provide quotations and statements of benefits to intermediaries.
• Take ownership of service level standards and ensure they are achieved consistently.
• Assist the Life Specialists in organising broker workshops.
• Ordering necessary forms and brochures for the office when needed.

go to method of application »

Job Advert Summary    

The consultant will provide administrative, client and membership services within Intermediary Services and across the Life Operations business. The purpose of the role is to create a client experience that feels convenient, effortless and personal. It must feel bespoke to the client.

Will work in shifts that will be rotated amongst the team weekly (between 7am & 7pm weekdays and on Saturdays). There is a possibility that these might change in the future depending on growth and the need in the business. 

Minimum Requirements    

Education:

• Matric.
• A 3-year tertiary qualification (Degree/Btech) with relevance business orientation

Experience:

• 2+ working experience in call centre AND back-office processing is a clear advantage.
• Experience in the client service environment, advantageous 

Knowledge and Skills:

• The consultant is to be a highly self-motivated individual with strong relationship managing, leadership and communication skills.  
• Relationship management skills.
• Good business acumen.
• Can-do attitude while challenging convention.
• Knowledge of customer experience techniques.
• Knowledge of Financial institutions (advantageous).
• FAIS and FICA knowledge (advantageous)

Competencies:

• Able to thrive under constant pressure.
• Accuracy and attention to detail for all relevant work types.
• Ability to organise and prioritise.
• Team player.
• To act with integrity at all times, embrace the philosophy of treating our customers fairly and deliver on our client experience principles.  
• Competent writing and communication skills.
• Proactive thinking.
• Client Centricity.
• Results Driven.
• Able to motivate and inspire colleagues to achieve more

Duties and Responsibilities    

Key Accountabilities:

• The consultant will provide services (administrative and membership services) across the client sets.
• Information needs to be provided in accordance with legislative requirements.
• The purpose is to provide an exceptional telephonic service and online navigation for our clients and deliver against our client service principles.
• Responsibilities may include proactive contact with the clients or potential clients (membership).
• The consultant will also help to build and manage the daily operations of the business – processes, systems and projects. This will include developing internal controls for the business, testing and administration of the various systems, and running the operations of the business smoothly to ensure that clients are serviced in the PPS way. 

Respond to Customer needs:

• Engage and respond to customer’s contacts professionally regardless of channel.
• Take ownership of customer requests from receipt to conclusion.
• Identify and escalate issues to supervisors.
• Provide product and service information to all customers.
• Research required information using available resources.
• Research, identify, and resolve customer complaints using applicable software.
• Route calls to appropriate people where required.
• Document all requests according to standard operating procedures.
• Follow up customer calls where necessary.
• Complete call logs and reports.
• To take ownership of service level standards and ensure they are reached consistently.
• In addition to their regular duties of answering customers basic questions, an Operations Consultant is responsible for handling complaints that are too complex to be handled by junior employees.

Assist Management and Support Team:

•  Agree duties with team members in order to achieve operational targets including prioritization and work schedules.
• Responsible for enforcing PPS’s training and development program. They may also be assigned a junior employee to mentor.
• To execute and updated policies and procedures related to service delivery in Operations and between other areas.
• Build and maintain relationships with relevant stakeholders

Keep Track of Customer Trends:

• An Operations Consultant uses available software to document each customer interaction to help streamline the customer service process and notice trends to report back to the technical specialist and product development team.
• Identify process and procedure improvements and make recommendations to streamline and simplify processes.
• Escalate systems failures to the appropriate support team in order for the team to stay productive and process these failed cases when fixes are implemented.
• Recognize, document, and alert the management team of trends in customer calls

go to method of application »

Purpose of the Job:

A professional service agent role, reporting to the Team Manager: PPS Operations. Accountable for providing a professional service to PPS members and associated parties via an inbound contact centre model. This role works strictly on a shift work basis including nightshift work.

Minimum Requirements    

Formal Qualifications:

• Matric (Grade 12)
• A 3-year tertiary qualification (Degree/BTech/National Diploma) with relevant business orientation

Experience and Knowledge: 

• 2 years of experience in an administrative and business coordinating role
• Intermediate knowledge of the Life Assurance or Financial Services industry

Computer Literacy:

• Effective use of MS Office applications (Outlook, Visio, Word, Excel, PowerPoint, Projects)

Interpersonal and Intrapersonal Skills:

• Able to excel in a pressurised environment and be a quick thinker that applies logic in decision-making
• Excellent conflict resolution skills to deal with both irate and complimentary members/intermediaries
• Customer-centric, displaying a positive and professional image of PPS by building and maintaining relationships
• Excellent verbal and written communication skills in English; a good command of the English Language
• A reliable and trustworthy team player
• Good decision-making skills
• Be proactive and can solve problems
• The ability to present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the business
• Take ownership of service level standards and ensure they are reached consistently
• Have good telephone etiquette
• Display a strategic level of thinking ability

Duties and Responsibilities    

• Responsible for providing professional service to PPS members and associated parties on the phone in a contact centre.
• To work across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end.
• To be up-skilled and take ownership of their responsibilities within their probation period of 3 months.
• To make decisions within their mandate and execute a higher quality of service combined with increased quantity as per the performance contract.
• To excel in a pressurised environment and be a quick thinker that applies logic in decision making.
• Execute policies and procedures related to service delivery in Operations and between other areas.
• Identify process and procedure improvements and make recommendations to streamline and simplify processes.
• Escalate systems failures to the appropriate support team in order for the team to stay productive.
• Agree duties with team members in order to achieve operational targets including prioritisation and work schedules.

go to method of application »

Job Advert Summary    

The Junior Accountant: Investments is responsible for the accurate financial reporting, consolidation, and reconciliation of investment activities within PPS Group. This role plays a crucial part in maintaining the integrity of investment accounting records and providing valuable insights to support strategic decision-making.

Reporting to the Investment Manager, the  Junior Accountant: Investments will be responsible for the preparation of investment accounting journals, reconciliations, group consolidation, and investment reporting.

Minimum Requirements    

Qualification:

• Bachelor’s degree in commerce (BCom) or related field.

Knowledge & Experience:

• Strong accounting knowledge with a proven track record of maintaining accurate financial records.
• Minimum of 2 years of experience in an investment/ accounting environment.
• Familiarity with the insurance industry will be advantageous.

Communication:

• Communicate effectively and articulate information in a logical and structured manner, catering to the needs and understanding of various stakeholders, including senior management and executives.
• Express opinions, information, and key viewpoints clearly and assertively.
• Anticipate and respond appropriately to the needs, reactions, and feedback of internal and external stakeholders.
• Take ownership and responsibility for assigned tasks, driving the review process, and ensuring correctness of the ledger and reporting.
• Offer possible solutions when raising problems with the manager.
• Provide consistent updates on the progress of the month-end process.

Computer Literacy:

• Proficient in using the latest MS Office package, particularly Excel and Word.
• Ability to create and comprehend advanced Excel functions.
• Familiarity with accounting software and reporting tools.
• Interest in data analysis and data visualization tools.

Interpersonal and Intrapersonal Skills:

• Strong attention to detail and accuracy in all tasks.
• Self-starter with the ability to take initiative and work independently.
• Persuasive and influential, able to effectively communicate ideas and recommendations.
• Critical thinking skills to analyse information, identify patterns, and make informed decisions.
• Excellent networking skills to foster relationships with colleagues, stakeholders, and asset managers.
• Good presentation skills to convey information clearly and effectively.
• Ability to manage expectations of stakeholders and deliver results.
• Self-awareness and the ability to adapt to different working styles and environments.
• Professionalism in conduct and maintaining confidentiality with sensitive information.
• Responsible, accountable, and takes extreme ownership of assigned responsibilities.
• High emotional intelligence to navigate and resolve conflicts and build positive relationships.
• Resilience and the ability to thrive in a fast-paced and dynamic work environment.
• Strong problem-solving skills and the ability to provide innovative solutions.
• Collaborative mindset to work effectively within a team and across departments.
• Excellent written and verbal communication skills.
• Time management and organizational skills to meet deadlines and prioritize tasks effectively.
• Ability to handle pressure and work well under tight deadlines.
• Continuous desire for learning and professional growth.

Duties and Responsibilities    

Financial Reporting and Reconciliation:

• Prepare journals to ensure accurate recording of asset manager transactions in PPS records.
• Ensure proper allocation of transactions within mandates and rules.
• Review portfolios to ensure compliance with mandates.
• Maintain accurate and up-to-date investment accounting records.
• Liaise with Asset Managers regarding investment accounting and resolve outstanding reports and unreconciled items.

Consolidation and Reporting:

• Prepare monthly reconciliations of investment reports and consolidation entries to the General Ledger.
• Prepare and reconcile monthly Capital Gains Tax schedules.
• Calculate and reconcile monthly Dividend Tax calculations.
• Assist in the rework of profit and loss quarterly for Financial Year-end reporting.
• Record monthly investment fees and prepare management fees schedule for consolidation.
• Preparation of the monthly investment pack with analysis on numbers and variances Provide explanations to the manager for monthly investment account movements for the management reporting pack.
• Prepare graphs and analytics for the management reporting pack.

Data Analysis and Budgeting:

• Obtain investment returns and update monthly performance rates for exit calculations.
• Prepare asset manager investment details for Sam Quarterly, Reserve Bank, and Annual Returns.
• Assist in the preparation and capture of investment budgets for income profits and investment fees.
• Prepare various year-end disclosures in the Annual Financial Statements, particularly related to IFRS 9 risk disclosures.

go to method of application »

Job Advert Summary

The focus of this job is making connections with people, motivating and inspiring them to achieve results. Poise and an engaging, empathetic communication style based on natural warmth and enthusiasm is the key to achieving the goals of this job.

The work involves driving toward results by enrolling the commitment and buy-in of others. While the job requires strong initiative and self-direction, results are only achieved with and through people.

Minimum Requirements    

Formal Qualifications:

• A bachelor’s degree is essential and an Honours degree and PPS membership would be preferable.
• Certified Finance Planner would be advantageous.

Experience:

• At least 3-4 years Sales Management experience in sales and distribution within the Financial Services or similar environment.
• 3 to 5 years’ experience in Insurance product sales or advice .
• Proven track record in people management and leading a sales team.
• Proven track record in achieving sales targets.
• The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets.

Knowledge:

• Knowledge and understanding of the dynamics of the graduate professional client market
• Knowledge of best practise in financial services.
• Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, production margin and acquisition costs and how these drives impact on the value of new business as a contributor to the success.
• Knowledge of life insurance products.
• Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational ad miss-selling risk.

Interpersonal & Intrapersonal Skills:

• Strong commitment to results.
• Strong Sense of urgency for goal achievement.
• Ability to delegate authority.
• People/relationships focus.
• Persuasive “selling” style.
• Stimulating communicator.
• Cooperative, collaborative decision-making ability.
• Ability to inspire / motivate others, and engage their commitment.
• Ability to work in a fast-paced environment.
• Ability to run multiple projects simultaneously.

Duties and Responsibilities    

Be responsible for the following, as well as to build, train and develop a team of quality Broker Consultants & Investment Specialists who will be expected to: 

• Identify, recruit, train and license Financial Advisers (advisers).
• Vest advisers in the professional marketplace.
• Agree on targets and service levels with advisers.
• Support and service advisers in their sales efforts by preparing quotes, Statements of Benefits and other relevant supporting information.
• Provide constant communication and feedback to advisers relating to all aspects of adviser operations.
• Identify, open and cultivate new sources of PPS members.
• Establish, build and maintain business relationships with Key Stakeholders and Office bearers at University.
• Establish and Maintain a high level of exposure, presence, communication and activity at University among all levels of Office bearers, and students.
• Arrange, co-ordinate and support all sales campaigns and activities by PPS at University.
• Monitor the flow of and resolve any problems relating to the successful submissions of application forms for PPS Benefits.
• Coordinate and facilitate presentations to PPS and prospective members.
• Plan, organize and control liaisons with advisers, their managers as well as university contacts.
• Growth of the team will be dependent on performance and sound business and financial reasoning.
• Grow new intermediary relationships in order to build PPS Membership.
• Take responsibility for growing investment gross flows, premium income and member numbers.
• Manage a budget and expenditure and logistics of a decentralized office