Fresh Jobs at PPS

Job Advert Summary    

• The incumbent will be responsible for the investigation of fraud and will form part of the PPS Short Term Insurance Investigations Team with sound knowledge of Life Insurance, Internal Control/Forensics area. The incumbent will report to the Technical Operations Manager in the STI Business.
• This position calls for someone with extensive experience in civil and criminal investigation related to white-collar crime, especially in the long-term insurance industry.  As PPS Insurance Company is a professional company dealing with professionals, the successful candidate would have to suit these criteria and the incumbent will have to sign and abide by the Forensic code of ethics.  It will be expected from the successful candidate to travel with own reliable vehicle from time to time and sometimes on short notice.

Minimum Requirements    
Education:

• Preferred or relevant Bachelor’s Degree in Forensic or equivalent
• Certified Fraud Examiner (CFE)
• Relevant post graduate degree will be advantageous

Experience:

• 5 years’ experience in similar role
• Experience in working in the insurance or banking environment.
• Experience in conducting internal forensic investigations.

Knowledge and Skills:

• Strong communication skills (written & verbal)
• Strong networking and relationship building (Internal & external)
• Strong analytic and problem-solving skills
• Adaptability to different stakeholders, audiences, and environments
• Data analysis (conversant with pivot tables and other analysis tools)
• Ability to evaluate, identify and assess trends and patterns requiring further investigation
• Ability to present case using the relevant presentation tools
• Interpersonal skills to persuade and ensure compliance with established methods, models and concepts of investigation, to discussion among authorities involved in an investigation and reconcile differing interpretation of evidence
• Ready to work in a challenging environment.

Competencies:

• Advanced forensic investigation capability and strategy implementation
• Identification of fraudulent activity / behaviour
• Formulation of investigation with other stakeholders (Audit/HR/Insurance)
• Adapting and responding to change
• Commercial Acumen
• Persuading and Influencing
• Deciding and Initiating Action
• Collaboration

Duties and Responsibilities    

• Must provide assistance in detecting and investigation of fraud and suspected fraud and abuse within PPS Group, from initiation to finalisation of court cases. This would include the interviewing of witnesses and suspects as well as the examination of supporting evidence and documentation     
• Assisting with the investigation of leads received via the Fraud Hotline and any other communication channels. 
• Monitor the fraud mailbox and register cases on the case management system (excel document).
• Conduct specialised forensic investigations of internal staff and others to identify fraud and recover funds.
• Ability to assess and interpret evidence, maintaining the integrity of the investigation, evaluating results and determining cause, analyse the circumstance and make valid recommendations.
• Contact banks to block accounts and recover money lost as a result of fraud.
• Must be able to perform investigations in such a way that the image of PPS is not detrimentally affected.
• Execute and actively participate in complex investigations
• Conduct Internal Auditing on claims, processes, service providers, etc.
• Look at processes of Prevention and Deterrence of Fraud
• Consolidation of evidence and compilation of forensic report.
• Attend and presenting evidence at a disciplinary hearing.
• Compiling case dockets for criminal prosecution.
• Produce an investigative reporting and tracking of criminal cases
• Attending and presenting evidence in a court of law.

Dedaline:27th February,2026

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• To role will ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels.

Minimum Requirements    
Ideal experience:

• 1-2 years’ experience within financial services industry; investments /LISP/ Asset Management environment
• Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
• Knowledge and experience in client services / contact centre environments

Ideal qualifications:

• Bachelor’s degree in Commerce related field essential.

Competencies & ideal personality attributes:

• Client Centricity
• Communication skills (written and verbal)
• Business writing skills
• Building and maintaining relationships
• Planning and organizing
• Attention to detail
• Resilience
• Team success
• Results driven
• Business acumen

Systems knowledge:

• MS Office – intermediate level of MS Work & Excel
• Sales Logix or another comparable CRM application is an advantage 

Duties and Responsibilities    
Service Delivery

• Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment.
• Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner.
• Applying technical knowledge and understanding to secure an end-to-end finalization of client requests.
• Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
• Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
• Performing investigations where necessary to facilitate problem resolution timeously.
• Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.
• Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
• Promotion of PPS Investments technology offering.
• Remain updated and informed on legislative and industry changes.
• Responding to all enquiries in a professional and timely manner.
• Liaising with operations support to provide best client experience.
• Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.

Relationship Building and Communication

• Collaborate effectively across business units to achieve business results.
• Take up and resolve administrative and service issues that hinder good service delivery.

Deadline:27th February,2026

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Purpose of the role:

• This role is responsible for the complete validation of client instructions and requests. The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company. Working across the operations team to meet the standard service level agreements.

Minimum requirements:

• Relevant supporting tertiary qualification is a pre-requisite.
• A minimum of 5 years’ experience in an administration environment within financial services / LISP / Asset Management environment would be an advantage.
• MS Office – intermediate level of MS Word & Excel.
• Sales Logix or another comparable CRM application is an advantage

Ideal competencies & attributes:

• Technical knowledge
• Attention to detail
• Planning & organising
• Communication skills
• Client centricity
• Results driven
• Team success
• Building & maintaining relationships
• Resilience
• Business acumen

Duties and Responsibilities    

• Validation for all PPS Investments LISP and Asset Management offering
• Processing applications for all product streams
• Coordination of Section 14 and 37 transfers
• Ensure that each intermediary is licensed to sell our Products
• Handling enquiries from client intermediaries and broader distribution force with first time resolution
• Maintenance of commission arrangements with intermediaries
• Management of documentation iro FICA & FAIS legislation and other regulatory requirements
• Ensure our client and intermediaries comply with all regulatory requirements
• Update client information on CRM
• Management of stakeholder relationships to ensure improved client experience
• Ensure all clients instructions are processed timeously and accurately
• Follow up on all pending instructions
• Ensure our clients comply with the prudent investment guidelines
• Manage work allocated to you
• Responsible to ensure that all client documentation is stored electronically as per company policy
• Prioritise all work allocated to administration and all client instructions within standard level agreements

Deadline:27th February,2026

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Purpose of the job:

• The Quality Assurance Consultant will be an integral part of the Retail Operations team, responsible for ensuring that internal control systems are effectively identified, assessed, monitored, and managed. This role plays a key part in supporting risk mitigation efforts and ensuring that operational processes align with regulatory requirements, including compliance with the Financial Intelligence Centre Act. 

Minimum Requirements    
Ideal experience:

• 3 - 5 years’ experience within the financial services industry; investments/LISP/Asset Management environment.
• Strong understanding of operational risk and control frameworks.
• Detail-oriented with a proactive approach to identifying and resolving issues.
• Excellent communication and stakeholder engagement skills.
• Ability to adapt to evolving business and regulatory environments.
• Good knowledge and understanding of In-House systems and processes
• Knowledge of the Financial Services Industry legislation e.g. the Long-Term Insurance Act, FAIS, FICA

Ideal qualifications:

• Degree in commerce or related tertiary qualification is essential.

Competencies & ideal personality attributes:

• Client Centricity
• Effective Communication skills (written and verbal)
• Analytical thinking
• Problem solving
• Attention to detail
• Building and maintaining relationships
• Planning and organizing
• Resilience
• Team success
• Performance and Results driven
• Coaching

Systems knowledge:

• Proficient in MS Office Suite with an intermediate to advanced skill in MS Excel.
• Digital and Artificial Intelligence skills would be an advantage.

Duties and Responsibilities    

• Monitor and evaluate the effectiveness of internal controls within retail operations.
• Identify and report on operational risks, ensuring appropriate mitigation strategies are in place.
• Ensure that client service processes meet quality standards and regulatory compliance requirements.
• Support the implementation and maintenance of control frameworks that remain relevant and responsive to changes in business processes and legislation.
• Collaborate with cross-functional teams to embed quality assurance practices into daily operations.
• Provide insights and recommendations for continuous improvement in service delivery and compliance.
• Engage in and communicate process changes in the business to ensure efficient and high-quality service interactions.
• Checking processed cases of switches, repurchases, new business and plan maintenance. Ensuring correct values, funds, percentages have been captured in accordance with the relevant instruction received.
• Checking that the correct FICA documents are on record for clients, individuals and entities. Noting error trends of consultants and teams and provide consultant coaching and assistance where required.
• Build and maintain relationship with Team Leader, Consultants and Management.
• Use quality monitoring data to compile and track performance at team and individual level.
• Provide actionable data to various internal support groups as needed.
• Conduct market research to identify and implement quality management trends.
• Compile and present monthly reports on management and EXCO levels accompanied by analysis and recommendations for improvement.
• Providing feedback and complete information to stakeholders in respect of regulatory matters and the first level of compliance risks where fixes have to be done.
• Identify and assist with process change training opportunities.
• Monitor and assist with the first line of defense in terms of compliance, and ensure appropriate mechanisms are in

Deadline:27th February,2026

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Job Advert Summary    

• Reporting to the Area Business Manager, the Business 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  
• Any relevant diploma

Experience 

• At least 5 years’ experience in the financial services or Life Assurance industry in an administrative role

Knowledge 

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• MS Office package, particularly, Internet, Outlook and Excel
• Adept in insurance operating systems

Duties and Responsibilities    
Key Responsibilities:

• Train and accredit Internal and External Advisors’ support staff on Gemini products and processes
• Trace and upload all outstanding requirements to process applications in the shortest possible turnaround time
• Assist with Curo health appointments
• Assist branch to make regional monthly targets
• Uploading and follow up of the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims 
• Support functions include performing daily routine procedures
• To monitor Incompletes and Service Request and communicate outstanding requirements on applications as well as on aftersales service queries
• Ordering necessary forms and brochures for office when needed 
• Take ownership of service level standards and ensure they are achieved consistently
• Providing quotations and statements of benefits to intermediaries and Business consultants
• Provide administrative backing to the Business consultant and directly to intermediaries on both Gemini & PPS requests.

Interpersonal and Intrapersonal Skills:

• Networking skills
• Proactive
• Client Service Orientated
• Attention to detail
• Problem solving skills
• Target-Driven
• Organisational skills
• Communication skills
• People skills
• Decision making skills
• Team collaboration

Deadline:2nd March,2026

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Job Advert Summary    

• To protect production stability by enforcing delivery quality, release readiness, and disciplined learning across DevSecOps. The role exists to prevent avoidable release failures, reduce repeat incidents, and ensure that ITIL practices, configuration discipline, and quality evidence translate into measurable operational improvement. The role operates across the full release lifecycle, validating readiness before release and ensuring learning after release, particularly when delivery pressure is high.

Minimum Requirements    
Education:

• Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related discipline (Master’s or advanced certifications preferred)

Experience:

• Minimum of 15 years of consulting experience in Business, Technology, or Operational Transformation
• Minimum of 5 years in IT operations, governance, service management, or reporting roles, with at least 2 years in a leadership or specialist capacity
• At least 2 years of direct experience in managing time solutions (for example ActiTime or equivalent) including configuration, governance, and reporting
• ITIL certification with demonstrated depth in Change, Incident, and Problem practices
• Formal training or applied experience in root cause analysis methodologies
• Demonstrated understanding of non-functional quality and operational risk aligned to recognised quality models such as ISO 25010
• Education and certifications must be supported by demonstrable impact on release outcomes, incident reduction, and operational stability

Competencies:

• Attention to Detail
• Problem Solving
• Results Orientation
• Relationship Building
• Root-Cause Analysis 
• ITIL Practice Proficiency
• Influence

Duties and Responsibilities    

• Define and maintain a small, mandatory set of delivery quality and readiness standards for all releases
• Verify reliability, performance, security, and maintainability using objective evidence appropriate to the service context
• Validate readiness before deployment, including rollback and recovery plans
• Ensure material incidents and recurring issues result in credible root-cause analyses and corrective actions
• Challenge superficial, opinion-based, or inconclusive analysis
• Drive post-incident and post-release reviews that result in concrete improvements to standards, controls, or ways of working
• Reduce repeat incidents over time through disciplined learning and follow-through
• Drive practical execution of priority ITIL practices: Incident, Problem, Change, Release, Service Configuration, and Service Level Management
• Intervene when process adherence increases without improvements in operational performance
• Maintain accurate and up-to-date CMDB, asset, and licence information to support change impact analysis, incident response, and operational decision-making
• Address poor configuration or asset discipline that introduces uncertainty, operational risk, or repeat failures.Maintain reliable effort data for cost allocation and efficiency analysis
• Use time data to identify rework and inefficiencies caused by poor quality or repeated failures
• Ensure time governance supports release planning, change safety, and stability — not replace or compete with them
• Translate incidents, release issues, and governance findings into sustainable improvements across delivery and operations
• Collaborate with development, testing, and operations teams to ensure lessons learned are embedded into stronger controls and improved readiness

Deadline:26th February,2026

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Job Advert Summary    

• To integrate interrelated components and optimise the release management process by coordinating requirements, testing, and scheduling with stakeholders. Working closely with Agile teams, the role manages interdependencies, uphold quality standards, and ensure timely, continuous delivery of solutions to customers.

Minimum Requirements    
Education:

• Bachelor’s degree or Diploma in Computer Science or Information Science or Information Technology

Exeprience:

• Excellent programming skills and experience
• Ability to handle software infrastructure management & configuration management
• 2 - 6 years of experience in using project or release management tools
• Expert understanding of software development lifecycle
• Understanding of CI/CD, branching and release strategies
• Experience with Agile methodologies especially SAFe Agile
• Excellent written and verbal communication skills
• Experience in coordinating cross-functional work teams up to task completion

Knowledge and Skills:

• Knowledge of and exposure to SDLC / Change Control / Release Management
• Solid understanding of versioning software - Git
• Working knowledge of Agile development methodologies
• Working knowledge of DevOps tools (Git, Jenkins, Sonar, Nexus …)
• Worked in a multi-project environment. 

Competencies:

• Structured and Analytical Thinking
• Effective Communication Skills
• Relationship Building and Stakeholder Management
• Results Oriented
• People Management and Empowerment
• Process Optimisation
• Inspirational Leadership
• Development Orientation

Duties and Responsibilities    

• Align release processes to Web Content Accessibility Guidelines (WCAG) where relevant
• Embed ISO 25010 attributes in Definition of Ready (DoR), Definition of Done (DoD), release gates, and test charters
• Release Planning: Define release policies, maintain release calendars, and create detailed release plans
• Coordinate with IT and business stakeholders
• Assure cutover/runbook readiness, tested rollback plans, and release readiness reviews
• Oversee deployment management, tagging, post-release validation, and release calendar management
• Manage risks and resolve challenges impacting release scope, quality, and schedules
• Exercise stop-the-line authority for non-compliance with release gates and standards
• Produce reports for every release, including deployment, implementation, and run book plans
• Conduct post-implementation reviews, monitor early performance, and review outcomes to improve future deployments
• Develop automation and release management tools, scripts, and playbooks; standardize feature flags, canary releases, blue/green deployments, and monitoring practices
• Ensure releases are thoroughly tested and approved before deployment; validate release notes and manage deliverables into production environments

Deadline:26th February,2026

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Job Advert Summary    This is not a traditional EA role.

• This is a true right-hand partnership to the CEO of PPS Healthcare — embedded at the centre of a high-performance leadership environment.
• Highly visible. Fast-paced. Built on trust. 
• We’re looking for someone who thrives in complexity and understands the rhythm of executive decision-making.

Minimum Requirements    
Education:

• Grade 12 essential
• Personal Assistant Qualification

Experience

• Medical Scheme administration experience
• MS Office
• Industry/legislation and regulations
• Council circulars
• Product knowledge

Knowledge and Skills (maximum of 10):

• Outstanding organisational and time management skills
• Ability to demonstrate knowledge of a broad range of stakeholder relations activities.
• Organisational and planning skills
• Drive for results
• Ability to multitask and prioritize daily workload
• Ability to use initiative and self-starter.
• Analytical thinker
• Excellent verbal and written communications skills
• Excellent interpersonal skills including the ability to influence across the organisation and externally.
• Discretion and confidentiality

Competencies (maximum of 8):

• Accurate
• Ability to meet deadlines
• Empathetic
• Diplomatic
• First time right
• Team player
• Respect
• Willing to go the extra mile/ do the extraordinary
• Ownership
• Honesty
• Willing to learn
• Enthusiasm
• Customer orientated
• Approachable
• Business orientated
• Creative
• Attention to detail
• Flexible
• Passion for customer service
• Motivational
• Goal orientated
• Committed to customer satisfaction
• Driven, high energy & results orientation
• Disciplined, self-confidence, assertiveness & excellent interpersonal skills

Duties and Responsibilities    

• Acting as a first point of contact: dealing with correspondence and phone calls.
• Managing diaries and organising meetings and appointments, often controlling access to the manager/executive.
• Booking and arranging travel, transport and accommodation
• Organising events and conferences.
• Reminding the manager/executive of important tasks and deadlines
• Typing, compiling and preparing reports, presentations and correspondence
• Managing databases and filing systems.
• Implementing and maintaining procedures/administrative systems
• Liaising with staff, suppliers and clients.
• Collating and filing expenses.
• Miscellaneous tasks to support their manager, which will vary according to the sector and to the manager’s remit, e.g. completing some corporate governance reporting (to ensure that the business is being run properly and complying with legislation and regulations) or conducting research.
• Take dictation and minutes.
• Source office supplies.
• Produce reports, presentations and briefs.
• Replying to emails, faxes and post.
• Assisting with projects their manager might be working on by researching or writing reports.
• Behave in alignment with PPSHA values.

Deadline:27th February,2026

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Job Purpose

• The purpose of the receptionist is to serve as the first point of contact for clients and visitors, playing a crucial role in creating a positive impression and ensuring smooth administrative operations within the company.

Minimum Requirements    
Formal Qualifications & Additional requirements

• Matric

Experience

• 2 - 3 years receptionist experience
• 1 - 3 years industry experience 

Knowledge

• Working knowledge of office devices and processes
• Strong reading, speaking and writing skills.
• Strong knowledge of administrative procedures, as well as various computer applications
• Computer Literacy
• knowledge of computers and relevant software applications
• keyboard skills
• ability to work a switchboard

Duties and Responsibilities    
Key Responsibilities

• Assist with administrative tasks such as filing, data entry, and document preparation.
• Receive and sort mail and deliveries.
• Monitor and maintain office supplies inventory.
• Answer telephone, screen and direct calls
• Take and relay messages
• Provide information to callers
• Greet persons entering organization
• Direct persons to correct destination
• Deal with queries from the public and customers
• Ensure knowledge of staff movements in and out of organization
• Monitor visitor access and maintain security awareness
• Provide general administrative and clerical support
• Prepare correspondence and documents
• Receive and sort mail and deliveries
• Schedule appointments
• Maintain appointment diary either manually or electronically
• Organize conference and meeting room bookings
• Co-ordinate meetings and organize catering
• Monitor and maintain office equipment
• Control inventory relevant to reception area
• Tidy and maintain the reception area

Interpersonal and Intrapersonal Skills

• verbal and written communication skills
• professional personal presentation   
• customer service orientation  
• information management
• organizing and planning
• attention to detail
• initiative
• reliability
• stress tolerance
• Respectful  
• well-structured and organised  
• Be solution driven and take accountability and responsibility of own work
• Have an ability to work within a team environment

Deadline:27th February,2026

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Job Advert Summary    

• The main purpose of this role is to prospect/identify potential clients through active engagement, being aware of the needs of clients in order to best support with accurate information that speaks to their requirements, to process them through sales funnel which ultimately could result in the signing on of a new client.
• Every engagement must be treated as a potential client and service excellence is key.

Minimum Requirements    
Qualification:

• Matric

Experience:

• On the job training will be provided.                                                          
• Company software & processes will be provided.

Knowledge:

• Shortterm Insurance – could be an advantage.

Competencies:

• Strong communication & listening skills: need to be able to listen to the needs of the clients.
• Computer literate - MS Office

Skills:

• High Attention to Detail.
• High Standard of Telephone and Email Etiquette.
• Professionalism aligned to company standards.
• Excellent negotiation skills.
• Administration Skills.
• Time Management.
• Excellent verbal and written communication skills.
• Problem-solving.
• Adaptability to change.
• Stress tolerance.
• Resilience.
• Customer centricity.
• Confidence.
• Driven and motivated.
• Compliance and Rule Orientated.
• Keen interest to learn and develop in the role.
• Self-starter.
• Strong work ethic.
• Proactive.
• Innovative.

Duties and Responsibilities    

• Monitoring the effectiveness of marketing campaigns to identify opportunities to improve performance.
• Developing relationships with potential clients by building rapport with them over the phone or via email.
• Coordinating with other departments within the company so that all leads are followed up on and dealt with appropriately.
• To be responsible for making outbound calls daily using data provided.
• To maintain a comprehensive understanding on our various product offerings.
• To be proactive in identifying sales opportunities for all business units based on customer needs.
• To convert the calls and opportunities identified into new business leads.
• To educate potential customers on the company’s products and services.
• To achieve agreed personal and department targets and standards.
• To work closely with the Leadership team to ensure leads are generated within various business units.
• To exceed daily and monthly performance goals.
• Deal with clients in a professional manner at all times aligned to our company values.
• To manage internal and external stakeholder relationships with customer and colleagues.
• To always ensure customer satisfaction and positive impact on brand reputation.
• To act as a brand ambassador for the business and its partners by promoting its various products.
• Ability to work under pressure in a deadline/target driven environment.
• A positive approach to objection handling is essential.
• Ability to work with little supervision.

Deadline:28th February,2026

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Job Advert Summary    

• Co-ordinate and assist with the administrative aspects loading broker quotes for personal lines and commercial lines. Must have an understanding of the various facets of the Short Term and be able to resolve queries from start to end. Administer duties correctly and efficiently within the specifications of PPS Short-Term Insurance Company's policy terms and conditions. 

Minimum Requirements    
Education:

• NQF Level 4: Grade 12

Experience:

• Experience in a Short Term administration environment and/or sales environment
• Call Centre experience would be beneficial to assist with telephonic enquiries.

Knowledge and Skills:

• Strong communication skills (written & verbal).
• Strong customer service skills.
• Service driven, with a focus on accuracy and quality of information delivered within service levels.
• Strong attention to detail.
• A strong work ethic and a drive to exceed expectations.
• Strong analytic and problem-solving skills.
• Adaptability to different stakeholders, audiences, and environments.
• Computer literate (Microsoft Suite)

Competencies:

• Adapting and responding to change. Be solution driven and take accountability and responsibility of own work.
• Persuading and influencing.
• Deciding and Initiating Action.
• Coping with pressure.

Duties and Responsibilities    
Key Responsibilities

• Assist in loading broker quotes on the system within the turnaround times.
• Provide exceptional customer service to Brokers and clients throughout the sales process.
• Co-ordination and support all role players.
• General administration assistance required in efficiently and timeously processing of quotes.
• Providing sales manager/team leader with the daily quote figures
• Providing the relationship managers with a weekly report in terms of all the quotes for brokers in their panels

Process optimization and efficiencies

• Duties include working with cross-functional teams to deliver exceptional service to all intermediaries/members as set out in the relevant service level agreements.
• Combat insurance fraud by ensuring strict compliance to mandates, set procedures, philosophies and Company rules and regulations.
• Uphold all service excellence principals as communicated by management.

Stakeholder Management

• Build and maintain relationships with internal and external stakeholders.
• Collaborate effectively with peers to achieve business results.

Deadline:28th February,2026

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Job Advert Summary    

• The Channel Analyst will support the digital initiatives of Advice and Distribution.

Competencies:

• Knowledge of all MS packages essential,
• Advanced excel skills beneficial,
• Strict sense of confidentiality,
• Good business writing and minute taking skills,
• Business acumen,
• Ability to multi-task maintaining attention to detail,
• Ability to work under pressure and prioritise work,
• Strong communication and interpersonal skills

Minimum Requirements    
Education:

• Matric
• Relevant degree tertiary qualification

Experience:

• 2 to 3 years’ experience in a similar role prefferable

Knowledge and Skills:

• Clear understanding of business operations
• Product and project management principles and execution frameworks
• Proficiency across all Microsoft solutions
• Creative & Technical analysis
• Change, training and facilitator skills 

Job Requirements:

• Valid driver’s license and own car,
• Willingness to travel for key stakeholder engagements,
• Willingness to work overtime when required and be contactable after hours

Duties and Responsibilities    

• Lead the process of the channels requirement gathering analysis and implementation
• Achieve the Channels Sales targets
• Ensure proposed direct solutions meet business needs and requirements
• Design and Implement the Channels Activations
• Contribute to functional design and processes of a digital channels,  
• Assist in defining the customer experience or solution architectures and designs for digital channels, maintaining an end-to-end viewpoint to the benefit of both the company and the customer outcome
• Assist in the effective design, development, implementation, integration, support and upgrade of digital solutions for addressing the business channels requirements
• Assist and grow opportunities for the business through digital channels
• Responsible and accountable for the upkeep and management of relevant documentation required to deliver and support digital solutions  
• Database and information management
• Create, edit and prepare presentations and research as required
• Manage weekly / monthly performance reports

Deadline:28th February,2026

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Job Advert Summary    

• PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.  
• Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in the region by building long-term relationships with intermediaries, including high net worth intermediaries.
• The role involves business development and relationship management within a base Intermediaries that we are intending to grow.  The Hybrid role must work with and through others to build and maintain relationships.  Working closely and accurately within established guidelines is essential in this role.  The Hybrid role must be aware of and responsive to the needs and concerns of customers. 
• Reporting to the Area Manager, the Hybrid role involves business development and relationship management within a base of Life Assurance & Investment Intermediaries with the intention to grow this base.  

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, fro

Deadline:28th February,2026

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Job Advert Summary    

• To act as the national representative for glu’s Internal Distribution. It is responsible for leading and motivating Business Consultants, translating the channel’s distribution strategy into execution, and driving growth by introducing and expanding glu-focused agents. This role will also contribute to strategies, budgets, and business plans to ensure alignment with the channel’s mandate. 

Minimum Requirements    
Education:

• BCom degree in Business Management or related field   
• Certified Financial Planner designation (essential) 

Experience: 

• At least 10 years’ experience in a sales and distribution-related role within Financial Services or similar background (preferred)  
• 5 years’ experience in Investment product sales   
• 5 years’ experience in Insurance product sales   
• Proven track record in people management and leading and directing a sales and distribution team of professionals  
• Experience in leading a regional team and/or a large team managing individual client accounts  
• Proven track record in achieving sales revenue targets   
• Experience in leading and managing culturally diverse teams  
• Experience in establishing a good network and / or collaborative relationships with professional associations and industry bodies to support achievement of sales targets   

Knowledge and Skills: 

• Knowledge and understanding of the dynamics of the South African Insurance client market   
• Knowledge of best practices in financial planning and financial advisory services  
• Knowledge and understanding of sales activity and productivity management processes  
• Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, product margin and acquisition cost and how these drivers impact on the value of new business as a contributor to the success of the Internal Distribution channel  
• Exceptional sales skills 
• Knowledge and appreciation of the need for consistency in advice and service delivery across the Internal Distribution channel to mitigate against reputational and misspelling risk  
• Ability to develop and implement new sales and distribution methods as required  

Competencies: 

• Inspirational leadership 
• Effective communication 
• Relationship building  
• Influence 
• Problem Solving     
• Adaptability 
• Target-Driven 
• Client Service Orientated 
• Enabling team success 
• Persistence and tenacity

Duties and Responsibilities    

• Direct, monitor and lead the development of national business sales strategies, business plan, and budget in line with glu’s Internal Distribution strategy, targets and growth objectives 
• Develop, monitor and lead the sales and distribution functions performance against pre-defined performance targets in line with PPS Group and PPS Internal Distribution strategy and targets  
• Design, implement and monitor corrective action to address shortcomings in achieving regional sales targets and revenues  
• Proposes new initiatives, plans and programmes to improve the effectiveness of the distribution function   
• Deliver annual sales profitability, target and volume through appropriate sales and distribution channels  
• Keep abreast of market trends and monitor competitor activities in so far that they impact achievement of PPS sales targets  
• Develop and maintain appropriate relationships with key contacts within the business for opportunities to promote glu’s offerings and identify new leads (e.g. Group Marketing and Stakeholder management)  
• Actively engage with, and build strong relationships with key business partners  
• Ensure the effective resourcing of the teams to ensure alignment between required capability and sales performance  
• Lead, motivate and drive performance 
• Effectively mitigate and manage risk and governance requirements   

Deadline:5th March,2026