PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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Purpose of the job:
- Support the development and delivery of PPS Investments’ investment positioning and adviser enablement strategy by translating investment capability, product features and performance outcomes into clear, accurate and compelling technical content.
- The role plays a key executional and analytical function within Technical Marketing, supporting advisers, distribution and internal stakeholders through high-quality insights, positioning and technical marketing collateral across the PPS Investments platform, solutions and asset management businesses.
Minimum Requirements
Ideal experience:
- Minimum 3 - 5 years’ experience in the investments industry
- Exposure to LISP, DFM, asset management or platform environments
- Experience in investment analysis, reporting or positioning
Ideal qualifications:
- Bachelor’s degree in commerce, Finance, Investments or related field
- Honours degree advantageous
Competencies and ideal personality attributes:
- Strong attention to detail
- Ability to interpret and translate data into meaningful insights
- Excellent communication and presentation skills
- Strong time management and ability to meet deadlines
- Proactive, self-driven and solutions-oriented mindset
- Ability to work both independently and collaboratively
- Strong interest and passion for financial markets and investments
Systems knowledge:
- Microsoft Office (Excel and PowerPoint)
- Morningstar, Refinitiv or similar advantageous
- Power BI or data visualisation tools advantageous
Key success measurement:
- Accurate high-quality technical content
- Clear translation of technical investment concepts
- Strong collaboration across teams
- Contribution to adviser enablement and engagement
Duties and Responsibilities
Investment platform & product support
- Support the positioning of PPS Investments products, platform capabilities and solutions in alignment with business strategy.
- Translate investment performance, data and platform features into clear, adviser-facing insights.
- Compile and maintain due diligence documentation across the business and managers to support consistent positioning.
- Provide technical support to distribution, product and internal stakeholders on positioning-related queries
- Support positioning and communication of solution packaging aligned to adviser segments
- Support the integration of PPS Investments’ value proposition, including mutuality, into product and platform positioning
Investment Positioning & technical content
- Be involved in all aspects of collateral development from idea generation to implementation. Liaise with internal and external parties to prepare and implement presentations while ensuring brand consistency.
- Create and update presentations for new business pitches, client presentations, staff updates, investment committee and event-driven presentations
- Develop and maintain adviser-facing sales aids, collateral and technical marketing material (brochures, pitch decks and guides)
- Ensure positioning content and market data remain accurate and up to date.
- Produce fund-level data, asset allocation, holdings and performance analytics.
- Maintain core presentation packs and positioning content on a regular basis.
- Liaise with stakeholders to ensure relevance, accuracy and impact of content.
- Translate complex investment concepts into clear, compelling narratives for adviser and client engagement.
- Support the development of repeatable positioning frameworks across funds, solutions and platform capabilities.
Research, insights & market analysis
- Analyse the external asset management landscape, including competitor positioning, industry trends and market data.
- Prepare insights to support business decision-making and positioning.
- Translate research into actionable insights for internal stakeholders and adviser communication.
- Identify opportunities and gaps using internal and external data.
Marketing, campaigns & content
- Support the development of marketing campaigns and adviser engagement initiatives (e.g. webinars) aligned to business objectives.
- Assist in drafting and editing collateral across channels including social media, emails, invitations, newsletters and client communication.
- Contribute to thought leadership, editorial content and investment insights.
Adviser enablement and sales support
- Support adviser engagement initiatives through technical and educational content, presentations and insight-driven material.
- Assist in preparing content for adviser education initiatives, including webinars, training sessions and masterclasses.
- Partner with Investments, Product, Distribution and Marketing teams to support projects, campaigns and solution launches.
- Act as a link between technical investment teams and distribution to ensure consistent positioning.
Value Proposition Alignment
- Support initiatives that reinforce PPS Investments’ core value proposition, including mutuality and long-term member outcomes.
Deadline:22nd May,2026
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Job Advert Summary
- PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Broker Consultant must be aware of and responsive to the needs and concerns of customers.
- Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
Minimum Requirements
Qualification:
- Matric.
- A three year or higher bachelor’s degree or national diploma.
- A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience:
- At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
Knowledge:
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
Interpersonal and Intrapersonal Skills:
- Relating to Customers.
- Communicating in writing.
- Communicating Orally.
- Quality Orientated.
- Reliable.
- Customer Focused.
- Resilient.
- Results Driven.
Duties and Responsibilities
- 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.
Deadline:14th May,2026
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Job Advert Summary
- The Operations Compliance Consultant forms part of the Retail Operations team. A specialist, driving compliance and ensuring departmental compliance adherence. Review, amend, improve, design, document and store compliance processes as well as learning, and develop compliance material. Monitoring daily compliance and developing controls for monthly compliance reporting.
Minimum Requirements
Ideal qualifications:
- Bachelor’s Degree - Business Management / Economics / Investments or similar essential.
- Certificate in Compliance would be advantageous.
- Knowledge of financial services industry; investments /LISP/ Asset Management environment.
- Knowledge on all applicable legislation (e.g., FICA/FAIS, FATCA, TCF, POPIA etc.)
- Knowledge and experience in operations/client services / contact centre environment
Ideal experience:
- 2 - 4 years’ experience in a similar role is essential
- Experience within Client Services and Operations environment within the financial services/ LISP/ Asset Management environment is advantageous
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 organising
- Resilience
- Team success
- Performance and Results driven
Systems knowledge:
- Systems knowledge on MS Office:
- Excellent knowledge in MS Excel, MS Word, and MS Teams
- Proficient in Power BI, Flexcube, Visio (or similar)
- Fully competent in a CRM system
Duties and Responsibilities
- Review, amend, improve, design, document and store compliance processes including all FICA, ATM and Compliance BAU material, as well as learning and Develop compliance material.
- Documented controls and RMCP, Standards and Processes.
- Pro-active responses to any BAU Compliance concerns or Operational deviations.
- Monitor daily FICA and ATM alerts and put in place controls for identifying and reporting.
- All Compliance alerts and controls being attended to accurately and appropriately.
- Monthly Compliance report errors to be submitted to Group Compliance.
- Identify opportunities to participate in PPSI Compliance initiatives and define and drive outcomes.
- Ensure the Individuals, Operational teams, and departmental compliance adherence.
Deadline:22nd May,2026
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Purpose of the role:
- To ensure that a high level of Client Services is provided to the clients with a focus on Investment Specialist support. 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 qualification:
- Bachelor’s degree or Diploma in Commerce related field essential.
Competencies and 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
Main 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:22nd May,2026
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Job Advert Summary
- Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
- Responsible to work with and through others to build and maintain relationships.
Minimum Requirements
Formal Qualifications
- Matric
- A three years national diploma/NQF 5 related qualification
- CFP/LLB/Marketing degree would be advantageous
Experience
- At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.
Knowledge
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
- MS Office package, particularly Internet, Outlook and Excel.
Duties and Responsibilities
- Recruit a panel of brokers that will support Gemini risk business
- Train/accredit and vest the panel on Gemini and PPS products and systems
- Do market research and implement business plans
- Be the product specialists and assist to train PPS staff on Gemini products and processes
- Do worksite presentations
- Do student/ Lecturer presentations on Technicon and University campuses
- Co-manage a portfolio of PPS Internal Intermediaries until vested
- Recruit new Gemini focussed agents
- Work closely with subsidiaries (PPSI and STI) to generate leads
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
- Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations
- To plan, organise and control liaisons with intermediaries and their managers
- To ensure continuous improvement of service standards to clients
- To ensure alignment to treating customers fairly (TCF) in all business practices.
Interpersonal and Intrapersonal Skills
- Sales negotiation skills
- Strong communication skills
- Customer Focused
- Resilient
- Results Driven
- Relationship building skills
- Presentation skills
- Time management skills
Deadline:17th May,2026
go to method of application »
Job Advert Summary
- Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
- Responsible to work with and through others to build and maintain relationships.
Minimum Requirements
Formal Qualifications
- Matric
- A three years national diploma/NQF 5 related qualification
- CFP/LLB/Marketing degree would be advantageous
Experience
- At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.
Knowledge
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
- MS Office package, particularly Internet, Outlook and Excel.
Duties and Responsibilities
- Recruit a panel of brokers that will support Gemini risk business
- Train/accredit and vest the panel on Gemini and PPS products and systems
- Do market research and implement business plans
- Be the product specialists and assist to train PPS staff on Gemini products and processes
- Do worksite presentations
- Do student/ Lecturer presentations on Technicon and University campuses
- Co-manage a portfolio of PPS Internal Intermediaries until vested
- Recruit new Gemini focussed agents
- Work closely with subsidiaries (PPSI and STI) to generate leads
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
- Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations
- To plan, organise and control liaisons with intermediaries and their managers
- To ensure continuous improvement of service standards to clients
- To ensure alignment to treating customers fairly (TCF) in all business practices.
Interpersonal and Intrapersonal Skills
- Sales negotiation skills
- Strong communication skills
- Customer Focused
- Resilient
- Results Driven
- Relationship building skills
- Presentation skills
- Time management skills
Deadline:17th May,2026
go to method of application »
Job Advert Summary
- Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
- Responsible to work with and through others to build and maintain relationships.
Minimum Requirements
Formal Qualifications
- Matric
- A three years national diploma/NQF 5 related qualification
- CFP/LLB/Marketing degree would be advantageous
Experience
- At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.
Knowledge
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
- MS Office package, particularly Internet, Outlook and Excel.
Duties and Responsibilities
- Recruit a panel of brokers that will support Gemini risk business
- Train/accredit and vest the panel on Gemini and PPS products and systems
- Do market research and implement business plans
- Be the product specialists and assist to train PPS staff on Gemini products and processes
- Do worksite presentations
- Do student/ Lecturer presentations on Technicon and University campuses
- Co-manage a portfolio of PPS Internal Intermediaries until vested
- Recruit new Gemini focussed agents
- Work closely with subsidiaries (PPSI and STI) to generate leads
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
- Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations
- To plan, organise and control liaisons with intermediaries and their managers
- To ensure continuous improvement of service standards to clients
- To ensure alignment to treating customers fairly (TCF) in all business practices.
Interpersonal and Intrapersonal Skills
- Sales negotiation skills
- Strong communication skills
- Customer Focused
- Resilient
- Results Driven
- Relationship building skills
- Presentation skills
- Time management skills
Deadline:17th May,2026
go to method of application »
Job Advert Summary
- Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
- Responsible to work with and through others to build and maintain relationships.
Minimum Requirements
Formal Qualifications
- Matric
- A three years national diploma/NQF 5 related qualification
- CFP/LLB/Marketing degree would be advantageous
Experience
- At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.
Knowledge
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
- MS Office package, particularly Internet, Outlook and Excel.
Duties and Responsibilities
- Recruit a panel of brokers that will support Gemini risk business
- Train/accredit and vest the panel on Gemini and PPS products and systems
- Do market research and implement business plans
- Be the product specialists and assist to train PPS staff on Gemini products and processes
- Do worksite presentations
- Do student/ Lecturer presentations on Technicon and University campuses
- Co-manage a portfolio of PPS Internal Intermediaries until vested
- Recruit new Gemini focussed agents
- Work closely with subsidiaries (PPSI and STI) to generate leads
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
- Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations
- To plan, organise and control liaisons with intermediaries and their managers
- To ensure continuous improvement of service standards to clients
- To ensure alignment to treating customers fairly (TCF) in all business practices.
Interpersonal and Intrapersonal Skills
- Sales negotiation skills
- Strong communication skills
- Customer Focused
- Resilient
- Results Driven
- Relationship building skills
- Presentation skills
- Time management skills
Deadline:17th May,2026
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Job Advert Summary
- To support the design, development, pricing, and ongoing performance management of insurance products. The role focuses on product development, pricing analysis, research and data analysis, technical marketing support, and management information (MI) reporting to ensure products are actuarially sound, competitive, and aligned with business strategy and regulatory expectations.
Minimum Requirements
Education:
- Qualified/nearly qualified Actuary (or equivalent Actuarial qualification)
Experience:
- Minimum 5-7 years experience in life insurance product development and/or pricing.
- Experience with data analysis, actuarial modelling, and MI reporting
- Experience with Prophet actuarial modelling software (preferred)
- Exposure to technical marketing or product documentation drafting (preferred)
Knowledge and Skills:
- Strong analytical and problem-solving capability, with the ability to translate complex actuarial analysis into clear, practical insights.
- High attention to detail with strong documentation skills, ensuring accuracy, clarity, and robustness of outputs.
- Proven ability to manage multiple workstreams, prioritise effectively, and deliver within deadlines.
- Strong written and verbal communication skills for both technical and non-technical audiences.
- Strong preference for leveraging AI and new technologies to drive efficiency, automation, and optimisation across actuarial and product processes.
- Strong data capability, with the ability to work confidently with large data sets and perform robust data analysis to support actuarial, pricing, and product insights.
Duties and Responsibilities
- Support the design and development of new products and enhancements to existing products.
- Perform pricing analyses and competitor comparisons.
- Develop, maintain, and refine pricing models and assumptions, reflecting experience, market data, and reinsurance structures.
- Analysis of profitability, risk margins, and sustainability of in force and new business rates.
- Prepare product and pricing inputs for governance processes, including internal actuarial and product approval forums.
- Conduct experience investigations and data analyses to inform pricing, product design, and assumption setting.
- Research market trends, competitor products, and emerging developments to support product innovation and competitive positioning.
- Support research initiatives into product performance, customer behaviour, claims experience, and business mix.
- Translate analytical findings into clear insights and recommendations for senior stakeholders.
- Develop technical marketing material, providing actuarial and technical input into marketing and sales enablement content, including product guides, benefit explanations, pricing rationales, and competitor positioning.
- Ensure consistency across product collateral. Compile data-driven insights and illustrations to support adviser and client understanding.
- Produce accurate, timely MI on product performance, pricing outcomes, business mix, and profitability, including support for actual-vs-expected (AvE) analyses and monitoring of key metrics.
- Contribute to actuarial, executive, and governance reporting with clear narrative on results, risks, and emerging issues to support effective decision-making.
Deadline:24th May,2026
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Job Advert Summary
- To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.
Minimum Requirements
Qualification:
- Commercial / financial degree with Accounting/Financial Management/Taxation as major subject; or
- BCom plus relevant Honours/ Post Graduate Diploma.
- CFP® professional.
- Successful completion of RE representative exams.
- SAIPA or SAICA Affiliation-advantageous.
- FISA® advantageous.
Experience:
- 3 - 5 years’ experience in a Financial Planning/ Investment advice role.
- Experience in analysing complex investment client portfolios and advising thereon.
- Experience in private client or wealth environment advantageous.
- Experience in business assurance and/or estate planning advantageous.
Interpersonal and Intrapersonal Skills:
- Ability to work independently and as part of a team.
- Proven problem solver with analytical and numerical skills, coupled with the ability to analyse and interpret statistical information.
- Strong commitment to excellence and high attention to detail/Accuracy.
- Time management.
- Excellent communication skills – verbal and written.
- Must be client centric.
- High degree of professionalism.Strong organisational skills with the ability to multi-task and work under pressure.
- Ability to function independently & pro-actively.
Duties and Responsibilities
- Providing technical advice to clients, with an emphasis on, but not limited to Investments.
- Assess clients’ financial circumstances in terms of Investments as it relates to the Graduate Professional market.
- Prepare financial proposals using financial planning software tools to support the development of each client’s financial strategy.
- Conduct research and analysis of products and services that are appropriate to each client’s financial circumstances, which may include planned fieldwork assignments of a Budgetary nature for clients in various industry sectors under the prevailing reporting frameworks (IFRS, GAAP).
- Propose and draft financial solutions that meet each client’s goals, needs and objectives.
- Work independently to facilitate an efficient support services process.
- Build solid working relationships with the Advisors and various Specialist Support Services teams to achieve results.
- Support the on-going relationship between the Technical Specialists, Advisors and the client by assessing the client’s changing financial priorities.
- Collaborate with colleagues and industry specialists to formulate practical advice
- Assist in the development of best practice and “house views”.
- To analyse complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues etc.
- To do research on complex topics. E.g. foreign tax protocols for clients with Global portfolios.
- To help build solutions from a specialist perspective. E.g. complex estates, wills etc. test different scenarios and give recommendations on specific issues.
- To be client facing when required and provide in-depth discussion/knowledge.
Deadline:16th May,2026
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Job Advert Summary
- PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Business Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Business Consultant must be aware of and responsive to the needs and concerns of customers.
- Reporting to the Area Manager, the Business Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
Minimum Requirements
Qualification:
- Matric.
- A three year or higher bachelor’s degree or national diploma.
- A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience:
- At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
Knowledge:
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
Interpersonal and Intrapersonal Skills:
- Relating to Customers.
- Communicating in writing.
- Communicating Orally.
- Quality Orientated.
- Reliable.
- Customer Focused.
- Resilient.
- Results Driven.
Duties and Responsibilities
- 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.
Deadline:21st May,2026
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Job Advert Summary
- To manage and administer personal lines portfolio’s via brokers and or direct as the case may be – end to end. Build, manage and maintain broker/client relationships.
Minimum Requirements
Qualifications:
- RE 5
- Insurance qualification (IISA)
Experience:
- Minimum 5 years in insurance and policy administration experience.
Knowledge:
- Sound / in-depth skill and knowledge in personal lines insurance and practise.
- Basic understanding of regulatory requirements and adherence there too (FAIS, TCF etc).
Skills:
- Ability to provide alternate cover structures where required.
- Ability to interact with brokers and or clients as the case may be verbally and in writing.
- Ability to manage and administer personal lines portfolio’s as follows:
- Accurately, efficiently and in accordance with broker requirements.
- Within business process standards.
- Within the business underwriting (including reinsurance) and regulatory framework
- Computer literacy.
- Policy management system (WebSure)
- MS Office
- Internal systems
Duties and Responsibilities
- Build, manage and maintain broker/client relationships.
- Execution of amendments accurately, efficiently and speedily in accordance with broker / client requirements.
- Presentation of subsequent premium and cover changes where appropriate.
- 1st time resolution.
- Renewals.
- Portfolio review.
- Updates / adjustments where appropriate and required.
- Retention and measurement thereof.
- Administration of unmet premiums.
- Cancellations.
- Broker/client complaints handling and resolution including regular feed-back.
- Adherence to regulatory, reinsurance, limits and terms, business and underwriting framework and process.
- Drive organic growth.
- Monitor and ensure retention.
- Upsell/cross sell.
Deadline:16th May,2026
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Job Advert Summary
- The marketing specialist will ensure the effective communication and marketing of the brand, products, services, and campaigns to entice and create customer demand. The marketing specialist will curate, implement, and track marketing initiatives to assist the business in achieving target sand objectives.
- The incumbent will be required to drive and implement marketing strategy by interacting with relevant key stakeholders and collaborate with business units throughout the PPS group to achieve the relative key performance metrics aligned to targets and business objectives.
Minimum Requirements
Qualification:
- Bachelors degree or equivalent tertiary or NQF 6 qualification in Marketing / Public Relations / Communications or related field.
- Postgraduate degree or equivalent NQF level 7 qualification (marketing) (Preferred).
Knowledge & Experience:
- 3-5 years’ experience in Marketing, Communications or Brand Management.
- Knowledge and understanding of marketing management principles and practices.
- Knowledge and experience in financial services environment would be advantageous.
- Strong background in consumer research and insights.
- Experience in the creation and implementation of digital marketing strategies.
- Creative writing with a focus on copyrighting and editing.
- Graphic design skills are a MUST.
- Video and Photography skills.
Strategic Orientation:
- Astute knowledge and understanding of the PPS vision, strategy, and member value proposition.
- Is creative and innovative and always seeks opportunities for ongoing improvement of the relationship between PPS and its members.
- Acts with confidence and works independently and/or under own direction.
- Provides input into the formulation of marketing strategies and business plans.
Communication:
- Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences.
- Expresses opinions, information, and key points of view clearly and assertively.
- Is confident in conceptualising, building, and presenting plans related presentations.
- Anticipates and responds appropriately to the needs, reactions, and feedback of an audience.
- Exceptional networker
Commercial Acumen:
- Demonstrates awareness of market trends and opportunities and keeps up to date with competitor developments impacting area of responsibility.
Computer Literacy:
- Is adept in the use of the latest MS Office package, particularly Excel, Word, and Power-point.
Interpersonal and Intrapersonal Skills:
- Confident.
- Self-starter.
- Persuasive and influential.
- Good networking skills.
- Good presentation skills.
- Manages expectations.
- Self-aware.
- Professional.
- Responsible & accountable.
Duties and Responsibilities
Strategic Marketing Leadership
- Partner with senior leaders to translate business strategy into actionable marketing plans.
- Lead the design and execution of integrated, multi-channel campaigns (digital, print, events) aligned with organisational goals and governance standards.
- Develop and monitor KPIs, providing insights and recommendations to optimise campaign performance.
- Continuously improve marketing processes and tools to respond to changing business and market needs.
Stakeholder Relationship Management
- Build strong, collaborative relationships with internal teams (Sales, Product, PR, Customer Communications) to ensure cohesive marketing initiatives.
- Act as the main marketing contact for external partners, agencies, and vendors, ensuring productive and aligned collaborations.
- Organise regular meetings and briefings to align on objectives, share updates, and gather feedback.
- Proactively manage expectations around deliverables and timelines.
Governance, Compliance, and Quality Control
- Develop and document standard operating procedures and best practices for marketing.
- Ensure all marketing activities comply with legal, regulatory, and brand standards.
- Implement quality assurance for all marketing collateral and campaigns.
- Identify and mitigate risks, maintaining thorough documentation and reporting for audits and leadership reviews.
Operational Excellence
- Develop comprehensive marketing plans and deliverables, engaging key stakeholders and setting measurable KPIs.
- Enhance cross-departmental collaboration through structured processes and regular meetings.
- Explore and leverage marketing and PR opportunities, including industry events and media partnerships.
- Optimise marketing channels through testing, data analysis, and performance-driven adjustments.
- Coordinate the development and management of marketing materials and event support.
- Oversee lead generation, tracking, and reporting using CRM and marketing automation systems.
- Manage projects and budgets, ensuring timely delivery and adherence to financial targets.
- Evaluate campaign performance and implement improvements based on data and competitor benchmarking.
- Maintain inventory of marketing assets and manage supplier relationships for efficient operations.
- Strengthen cross-departmental relationships to align marketing with product launches and sales strategies.
Deadline:22nd May,2026
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Job Advert Summary
- The Business Support Assistant operates in a structured, deadline-driven financial services environment. The role requires precision, consistency, and the ability to manage multiple service requests simultaneously while maintaining accuracy, compliance, and professionalism. The incumbent supports the Senior Sector Leads and acts as a key link between business, members, and internal operational teams.
Minimum Requirements
Education:
- Matric (Grade 12)
- Related diploma advantageous
- RE 5 and FAIS accredited and compliant
Experience:
- 2–3 years’ experience in customer administration and servicing
- Experience within Financial Services, Life Assurance, or Medica Aid environments
- Exposure to advisory services and new business processing advantageous
Knowledge and Skills:
- Basic understanding of the Financial Services and Insurance industry
- Knowledge of advisory services operations and after-sales processes
- Knowledge of PPS products and systems (advantageous)
Competencies:
- Strong verbal and written communication skills
- Client service and quality orientation
- Ability to work under pressure in a fast-paced environment
- Effective time management and prioritisation
- Multitasking and problem-solving ability
- Trustworthy, professional, and confidential
- Team player with strong relationship-building skills
- Proactive, consistent, helpful, and responsiveness
Duties and Responsibilities
New Business Processing and Adminitration
- Quality assures (QA) applications in line with prescribed checklists and compliance standards. This included the capturing and processing of new business applications withing defined SLA timeframes.
- Monitoring application, request for information and follow up on quotes, on an ongoing basis.
- Overall management of client records on relevant systems across the internal operational teams.
- Monitor and manage the referral inbox.
Senior Sector Lead and Client Support
- Act as a single point of contact for advisors regarding new business and related servicing queries.
- Communicate proactively with sector leads, clients, and internal stakeholders to resolve queries and manage expectations.
- Act as a support role to assist the sector leads in adhoc services.
- Consult with sector leads to clarify application details and resolve compliance issues.
- Support advisors nationally through virtual servicing and coordination of appointments.
- Conduct onboarding and discovery sessions with new advisors and clients to explain submission and servicing processes.
After-Sales and Operational Support
- Perform daily routine administrative functions in line with established procedures.
- Ensure all actions, follow-ups, and communications are correctly recorded in systems.
- Maintain performance and production tracking tools.
- Assist and attend events, conferences, workshops, and ordering required marketing material.
- Complete annual group assessments and required training.
Service Excellence and Compliance
- Take ownership of service level standards and ensure consistent achievement of accuracy and turnaround targets.
- Apply validation, QA, and compliance standards supported by the required proof of evidence (PoE).
- Deliver consistent, error-free output aligned with internal policies, procedures, and regulatory requirements
Deadline:20th May,2026
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Job Advert Summary
- The Executive: Finance takes full responsibility for the finance function as it relates to the Health Professions Indemnity division. This is in addition to being a part of the senior leadership team managing the division. As a relatively young business, this role is required to mature finance business processes ensuring a disciplined operating environment. Reporting to the CEO, the role is responsible for financial governance, reporting integrity, risk management, and enabling business strategy through high-quality financial insight and decision support. The incumbent plays a critical role to ensure alignment with PPS Group financial standards.
Minimum Requirements
Education:
- Honours Degree or Postgraduate Diploma in Accounting (required)
- Completed articles is required while Chartered Accountant CA(SA) will be an advantage
Experience:
- 5–10 years’ experience within the insurance or broader financial services industry.
- Proven financial and operational management experience at senior level.
- Demonstrated experience in statutory, management, and regulatory reporting.
- Experience in leading finance process improvements, systems enhancement, and change initiatives.
- Exposure to group reporting and complex stakeholder environments
Knowledge and Skills:
- Advanced and current knowledge of IFRS and financial reporting standards.
- Strong understanding of taxation legislation (VAT and Income Tax).
- Integrated understanding of the insurance value chain, including underwriting, claims, product development, systems, and distribution.
- Strong analytical, problem-solving, and financial modelling capabilities.
- High-level proficiency of Microsoft Office suite.
- Experience with financial systems (e.g. Great Plains, PM10 or similar).
Duties and Responsibilities
Overall responsibility for the financial management of the business. This includes but is not limited to:
Strategic Financial Leadership
- Act as a strategic business partner to the CEO and senior leadership team in shaping and executing business strategy.
- Provide financial insight and analysis to support growth initiatives, pricing, capital decisions, and new business ventures.
- Contribute at executive and Group forums to drive financial excellence and strategic alignment.
Financial Planning and Analysis
- Lead the annual budget setting process in alignment with agreed business strategy.
- Track business performance against the approved budget and provide insight.
Operational Finance
- Oversee operational financial activities and ensure a disciplined operating environment.
- Contribute to continuous improvement projects to ensure that financial processes and transaction processing remain robust.
- Ensure effective premium collection processes operate as designed and remain relevant as underlying business processes change.
Financial Reporting
- Drive monthly financial reporting processes to include PPS Health Professions Indemnity with the rest of the PPS Short-term Insurance license entity.
- Design and maintain effective IFRS 17 reporting processes for the division.
- Prepare effective reports to stakeholders that include license Board and PPS Group Exco.
Tax, Regulatory and Statutory Compliance
- Effectively contribute to the preparation of the licensed entities annual financial statements as well as regulatory returns as required.
- Ensure correct tax treatment of the division’s business.
- Ensure timely and accurate submission of all required reports to regulatory authorities.
Governance, Risk & Audit
- Implement and maintain robust financial controls, governance frameworks, and risk management practices.
- Lead engagements with internal and external auditors and ensure appropriate resolution of findings.
- Support enterprise risk management by identifying, assessing, and mitigating financial risks.
People Leadership and Capability Development
- Lead, develop, and manage the finance team to deliver high performance and strong governance outcomes.
- Build succession capability within the finance function for business continuity.
Competencies:
- Independent and wanting to make a difference.
- Leadership presence and influence across senior stakeholders.
- Sound judgment and decision-making under complexity and ambiguity.
- Ethical leadership and strong governance orientation.
Deadline:22nd May,2026
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Job Advert Summary
- Join our team and play a key role in delivering a seamless onboarding experience! You’ll ensure new member applications are processed accurately and compliantly, apply underwriting rules, and manage Late Joiner Penalties.
- This fast-paced role involves maintaining workflows, updating SLAs, and handling enquiries with professionalism—while delivering top-tier service to members, brokers, and clients and staying aligned with industry regulations.
Minimum Requirements
Education:
- Grade 12
- Tertiary Qualification and/or clinical background advantageous
Experience:
- 1+ years Medical Scheme Administration Experience (New Business and underwriting) desirable
- MIP System (1 year experience) advantageous
Duties and Responsibilities
- Assess all information provided on member application forms, including declared medical conditions, related medication, and previous medical scheme certificates, to ensure completeness and accuracy.
- Apply the correct underwriting category based on the clinical information submitted, in line with scheme underwriting guidelines.
- Determine whether Late Joiner Penalties (LJP) are applicable and ensure that any penalties are accurately and consistently applied.
- Responsible for update and closing of new business workflows.
- Maintain and update group business register including allocation of incoming tasks.
- Maintain and update SLA on business register on a daily basis.
- Answering workflows, responding to all written correspondence and dealing with all enquiries timeously, efficiently and effectively through to resolution.
- Rendering professional and quality communication to Members, Brokers and our Clients.
- Maintain and ensure adherence to Service Levels Agreements.
- Keep abreast of legislative changes and trends, bringing them into the underwriting standards and procedures where appropriate.
Deadline:19th May,2026
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Job Advert Summary
- We are looking for a dedicated individual to support members and manage New Business processes. Key duties include onboarding new members, handling maternity processes, and resolving broker enquiries promptly while delivering high-quality service. If you are passionate about excellent customer support, we would love to hear from you!
Minimum Requirements
Education:
- Grade 12
- Tertiary Qualification and/or clinical background advantageous
Experience:
- 3+ years Medical Scheme Administration Experience (New Business and underwriting) desirable
- MIP System (1 year experience) advantageous
Duties and Responsibilities
- Answering calls, responding to all written correspondence and dealing with all enquiries timeously, efficiently and effectively through to resolution
- Rendering professional and quality service to brokers.
- Prioritize broker needs to ensure satisfaction.
- Escalate all enquiries that require Third party intervention, follow them up and communicate feedback to the broker timeously.
- Assist with new business when required.
- Capture new members’/dependants’ details on the administration
- Review application forms to ensure that all relevant information has been obtained.
- Contact members for outstanding or unclear information on application forms and adding of dependant forms.
- Allocate e-mails in-box and keep business register.
- Reporting on department and individual business register on daily basis.
- Contact members to welcome them and confirm their information and status.
- Contact members with chronic conditions after activation to assist them on the process of registering their conditions. DSP
- Contact members to assist them with the registering of their new born babies.
- Capture adding of dependants and new born babies on relevant systems.
- Action underwriting letters as they come in.
- Compile/prepare correspondence to members on their requests regarding all their members’ profile/status enquires.
- Capture enquiries on member profile.
- Liaise/communicate with members and brokers regarding applications and underwriting procedures/exclusions to provide information on the status and progress of new applications.
- Check quality of applications captured after registration to reduce/eliminate errors.
- Capture the member’s response on the exclusion(s) pertaining to the underwriting on his/her application to activate/cancel new member’s application.
- Ad-hoc assistance to other departments as operationally required.
- Maintain agreed service levels, quality and targets.
- Behave in alignment with the PPSHA values.
- Adhere to agreed service levels.
Deadline:19th May,2026
Method of Application
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