Exciting Vacancies at PPS

Job Purpose:

To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.

Job Scope:

The role provides paraplanning support to the Wealth Manager while building a book of future Wealth clients typically in the 30+ to 50+ age group. Primary focus is on Risk solutions, and Investment financial planning. Review and service clients on annual basis. Meet Risk and Investment targets through the acquisition and upsell to clients. Delivery of holistic plans and services in the affluent segment.

The Associate Wealth Manager will essentially hit the deck running with a primary focus on risk solutions with API targets of R300 000 in year 1, building their investment book of clients with Investments Gross Flows targets of R30million in year 1 while also providing paraplanning support to the wealth manager. 

This is a variable earning role with the vesting allowance remunerated for only up to 24 months. It is a role of own lead generation and calls for a hunter profile. 

Minimum Requirements    
Qualification Requirements

• Business Degree or similar
• CFP or studying towards CFP
• RE 5

Experience Requirements

• Previous experience working as a paraplanner or in a similar position for 2-5 years
• Track record of client acquisition and selling
• Knowledge in tailored financial solutions
• Analyse complex financial information using financial tools
• High technical skills on investments, risk planning, estate planning, business solutions

Computer Literacy

• Microsoft Office proficiency
• Advanced MS Excel
• Experience with a Financial PLanning tool is preferable 
• CRM tool experience is preferable

Interpersonal and Intrapersonal Skills

• Effective networking
• Strong presentation skills
• Persuasive communication (verbal and written) and IT fluency
• Creative talents and ability to solve tough problems
• In-dept knowledge of the industry and its current events
• The ability of manage pressure and meet deadlines
• Skill in prioritising and triaging obligations
• Attention to detail
• Excellent time management and organisation
• Persuasiveness 

Duties and Responsibilities    

• Build a book of own clients, holistic financial planning in the affluent segment.
• Meet annual targets for Risk and Investments.
• Primary focus on Risk solution delivery, Investments and reviewing.
• Drive goals-based wealth management strategy with their clients.
• Ensure that an adequate pipeline of new client business opportunities is generated.
• Build, encourage and maintain long-term relationships with clients.
• Ensure agreed sales activity requirements are met.
• Implement suggested plans and strategies.
• Complete a minimum number of approved financial plans and analysis each month.
• Ensure that the company and its associate products are represented in a professional manner.
• Comply with all regulatory requirements including licensing and registrations.
• Suggest measures for improving customer services, satisfaction, and loyalty.

go to method of application »

Job Purpose:

To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.

Job Scope:

The role provides paraplanning support to the Wealth Manager while building a book of future Wealth clients typically in the 30+ to 50+ age group. Primary focus is on Risk solutions, and Investment financial planning. Review and service clients on annual basis. Meet Risk and Investment targets through the acquisition and upsell to clients. Delivery of holistic plans and services in the affluent segment.

The Associate Wealth Manager will essentially hit the deck running with a primary focus on risk solutions with API targets of R300 000 in year 1, building their investment book of clients with Investments Gross Flows targets of R30million in year 1 while also providing paraplanning support to the wealth manager. 

This is a variable earning role with the vesting allowance remunerated for only up to 24 months. It is a role of own lead generation and calls for a hunter profile. 

Minimum Requirements    
Qualification Requirements

• Business Degree or similar
• CFP or studying towards CFP
• RE 5

Experience Requirements

• Previous experience working as a paraplanner or in a similar position for 2-5 years
• Track record of client acquisition and selling
• Knowledge in tailored financial solutions
• Analyse complex financial information using financial tools
• High technical skills on investments, risk planning, estate planning, business solutions

Computer Literacy

• Microsoft Office proficiency
• Advanced MS Excel
• Experience with a Financial PLanning tool is preferable 
• CRM tool experience is preferable

Interpersonal and Intrapersonal Skills

• Effective networking
• Strong presentation skills
• Persuasive communication (verbal and written) and IT fluency
• Creative talents and ability to solve tough problems
• In-dept knowledge of the industry and its current events
• The ability of manage pressure and meet deadlines
• Skill in prioritising and triaging obligations
• Attention to detail
• Excellent time management and organisation
• Persuasiveness 

Duties and Responsibilities    

• Build a book of own clients, holistic financial planning in the affluent segment.
• Meet annual targets for Risk and Investments.
• Primary focus on Risk solution delivery, Investments and reviewing.
• Drive goals-based wealth management strategy with their clients.
• Ensure that an adequate pipeline of new client business opportunities is generated.
• Build, encourage and maintain long-term relationships with clients.
• Ensure agreed sales activity requirements are met.
• Implement suggested plans and strategies.
• Complete a minimum number of approved financial plans and analysis each month.
• Ensure that the company and its associate products are represented in a professional manner.
• Comply with all regulatory requirements including licensing and registrations.
• Suggest measures for improving customer services, satisfaction, and loyalty.

go to method of application »

Job Purpose:

To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.

Job Scope:

The role provides paraplanning support to the Wealth Manager while building a book of future Wealth clients typically in the 30+ to 50+ age group. Primary focus is on Risk solutions, and Investment financial planning. Review and service clients on annual basis. Meet Risk and Investment targets through the acquisition and upsell to clients. Delivery of holistic plans and services in the affluent segment.

The Associate Wealth Manager will essentially hit the deck running with a primary focus on risk solutions with API targets of R300 000 in year 1, building their investment book of clients with Investments Gross Flows targets of R30million in year 1 while also providing paraplanning support to the wealth manager. 

This is a variable earning role with the vesting allowance remunerated for only up to 24 months. It is a role of own lead generation and calls for a hunter profile. 

Minimum Requirements    
Qualification Requirements

• Business Degree or similar
• CFP or studying towards CFP
• RE 5

Experience Requirements

• Previous experience working as a paraplanner or in a similar position for 2-5 years
• Track record of client acquisition and selling
• Knowledge in tailored financial solutions
• Analyse complex financial information using financial tools
• High technical skills on investments, risk planning, estate planning, business solutions

Computer Literacy

• Microsoft Office proficiency
• Advanced MS Excel
• Experience with a Financial PLanning tool is preferable 
• CRM tool experience is preferable

Interpersonal and Intrapersonal Skills

• Effective networking
• Strong presentation skills
• Persuasive communication (verbal and written) and IT fluency
• Creative talents and ability to solve tough problems
• In-dept knowledge of the industry and its current events
• The ability of manage pressure and meet deadlines
• Skill in prioritising and triaging obligations
• Attention to detail
• Excellent time management and organisation
• Persuasiveness 

Duties and Responsibilities    

• Build a book of own clients, holistic financial planning in the affluent segment.
• Meet annual targets for Risk and Investments.
• Primary focus on Risk solution delivery, Investments and reviewing.
• Drive goals-based wealth management strategy with their clients.
• Ensure that an adequate pipeline of new client business opportunities is generated.
• Build, encourage and maintain long-term relationships with clients.
• Ensure agreed sales activity requirements are met.
• Implement suggested plans and strategies.
• Complete a minimum number of approved financial plans and analysis each month.
• Ensure that the company and its associate products are represented in a professional manner.
• Comply with all regulatory requirements including licensing and registrations.
• Suggest measures for improving customer services, satisfaction, and loyalty.

go to method of application »

Purpose of the Job:

Reporting to the Team Leader, the Support Assistant will be responsible for producing high-quality, detailed work based within the prescribed service level agreements (SLAs).

The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work consistently.

Reporting to the Team Leader, the Support Assistant will be responsible for producing high quality, detailed work based on established standards, guidelines and procedures within the prescribed SLA’s.

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 »

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 is essential.

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    
Main 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 »

Purpose of the Job:

Reporting to the Team Leader, the Support Assistant will be responsible for producing high-quality, detailed work based within the prescribed service level agreements (SLAs).

The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work consistently.

Reporting to the Team Leader, the Support Assistant will be responsible for producing high quality, detailed work based on established standards, guidelines and procedures within the prescribed SLA’s.

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 IT Procurement Administrator performs the day-to-day administration of IT Stock and Asset Management, Office Automation and IT Procurement. This role implements IT Procurement processes and ensures that they are being performed correctly.  The role manages the IT Hardware stock to ensure that there is sufficient stock to meet business needs and that stock is procured within budget. The role processes all purchase orders, receives deliveries, and ensures that the deliveries are correct and complete. The role provides support to PPS office automation users.  Strong organisational and planning skills are important in this role. 

Minimum Requirements    
Formal Qualifications:

• Grade 12 (Matric)
• ITIL Foundation certification will be an advantage

Knowledge & Experience:

• Experience in the IT Service Desk environment.
• Experience in physical stock management.
• Experience in Office Automation support.
• Knowledge of supply chain procedures.
• Knowledge of asset and inventory management systems.
• Knowledge of office automation tracking systems.

Duties and Responsibilities    
Key Responsibilities:

• Obtains value for the IT organisation for products and services provided by suppliers.
• Ensures that everything is in place for a supplier to provide products and/or services by liaising with the Vendor Management Officer to ensure that underpinning contracts and supporting services are in place.
• Implementing and maintaining procurement and asset management processes.
• Building & maintaining long-term relationships with suppliers through the Vendor Management Officer.
• Resolving issues & concerns.
• Forecasting supply and demand to prevent overstocking and running out-of-stock.
• Submitting purchase details (vendors information, invoices and pricing) to internal databases.
• Placing orders to replenish merchandise as needed.
• Enter purchase details for example vendor information, invoice details and pricing into internal databases.  
• Track shipments and address any delays.
• Oversee storage of products, particularly of fragile items.
• Coordinate regular inventory audits.
• Keep inventory database up to date.
• Ensure purchases do not exceed budget.
• Manage the issuing of 3G data sim cards to staff, track usage and provide monthly reports.
• Provide first line support in the Office Automation environment including user management, onsite first line support on print issues, manage 2nd and 3rd line support with the Office Automation Vendor, drive incident investigation and reporting with the Vendor and assist in the optimisation of the Office Automation deployment.

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Job Advert Summary    

• The Intermediate Information Security Analyst will be responsible for managing the organisation’s security posture to ensure the protection of systems, networks and sensitive data against security threats, computer viruses and other related cyber-security attacks.

Minimum Requirements    
Education:

• BSc / B.Tech or N.Dip(Computer Science or Information Systems)
• Security Certification Advantageous
• Beneficial MCSE (Security) or similar IT Operations certification

Experience:

• 3 to 5 years working experience in information security.
• 5-7 years in IT operations (inclusive of above)
• Technical understanding/skill set in Linux, Java, Windows.
• Technical Understanding of cloud platforms (Azure and GCP)
• Demonstrate and understanding of Networking/Firewalling Knowledge and TCP/IP
• Good computer skills in Microsoft Word, Powerpoint and Excel is essential.

Knowledge and Skills (maximum of 10):

• Knowledge of IT Security and Risk Management frameworks, policies, standards and technologies – ISO27001/2
• Malware Management Knowledge.
• Vulnerability and Patch Management
• OS/Application VM Knowledge
• Web monitoring solutions
• Data leakage on end points
• Virtual server protection
• Database monitoring
• Desktop Firewall and IPS solutions
• EDR Solutions

Competencies (maximum of 8):

• Analytical and Technical skills
• Ability to work in a team and independently
• Planning and organising
• Effective Communication
• Quality Orientation
• Collaboration skills
• Result Orientation
• Self-Starter
• Flexibility

Duties and Responsibilities

Security Monitoring

• Monitoring of all security tools (e.g. Crowdstrike, CyberArk, Darktrace, ZScaler, O365 Security and Compliance, Azure Security, GCP security)
• Keep abreast of changes in the standards, technologies or methodologies and threats
• Stay current with IT security knowledge and skills to maintain professional expertise and relevant.

Security Incident and Alert Response

• Log and monitor calls based on security incidents and alerts from security tools as well as monitor calls logged by external SOC provider.
• Understanding of the Incident Management Processes in order to restore a normal service operation as quickly as possible and to minimize the impact on business operations, thus ensuring that the best possible levels of service quality and availability are maintained.
• Document issues and risks and escalate to Information and system owners.
• System and network exploitation, attack pathologies and intrusion techniques (such as denial of service, sync attacks, malicious code, password cracking, etc.).
• Good understanding of Infrastructure Security controls and how to monitor and measure effectiveness

Support Security, Risk and Governance Team

• Conduct Technical and Administrative activities as required from a project and day to day perspective.
• Liaise with Information Security Manager and other stakeholders on findings and rectification actions
• Participate in IT security projects aimed at improving IT security in the PPS environment.

Security Reporting

• Provide raw data and extracted reports from Security Tools for Monthly and Quarterly reporting as well as input to Risk registers, security assessments and audits.