Fresh Opportunities at PPS

Formal Qualifications:

• A relevant Bachelors degree or equivalent qualification is required
• CFP would be advantageous
• South African driver’s license and must have own transport

Experience and Knowledge:

• Insurance industry-related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Duties and Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry. 
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed model. 

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Qulaification: 

• Bachelors Degree in Accounting.

Knowledge and Experience:

• 0 – 2 years’ work experience in accounting.
• Previous experience in an insurance company would be an advantage.
• Good accounting knowledge and proven track record.
• Exposure to IFRS 17 an advantage.
• Desire and willingness to learn at a fast pace is very important.
• Knowledge of the insurance industry an advantage.

Duties and Responsibilities

Processing

• Analyse the monthly IAA trial balance for unusual movements, query and follow through with Operational finance. Importing the IAA Trial balance into the
• General Ledger system
• Processing additional monthly standard journals received from Operational Accounts department as well as other Group finance journals, as required.
• Managing deliverables including analysis of key reports from Operational Accounts Department
• Implementation of new accounts and financial processes for new products and changes in operations Reconciling
• Reconciling all IAA trial balance accounts to the general ledger
• Reconciling Premiums, Claims, Reinsurance and Commissions schedules to the trial balance

Financial Reporting:

• Provide management and PPS Board with accurate information and value-added commentary for month end and year end reporting.
• Investigate and explain variances to budget on all key numbers.
• Performance of the monthly and annual profit allocation calculation

Budgeting:

• Preparing IAA related Income and Expense budgets
• Preparing budget presentations for Exco and Board budget meetings with value added commentary on all variances.

Statutory reporting:

• Assist and prepare financial information for the annual financial statements.
• Attending to audit queries.
• Preparation of the year-end profit allocation calculation.

Business related issues:

• Respond to queries from business timeously.

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Formal Qualifications:

• A relevant Bachelors degree or equivalent qualification is required
• CFP would be advantageous
• South African driver’s license and must have own transport

Experience and Knowledge:

• Insurance industry-related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Duties and Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry. 
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed mode

go to method of application »

Education:

• Bachelor of Commerce, CIMA Qualification (Advantageous)

Experience:

• 5 years’ experience in management accounting, financial analysis, or a related role.
• Strong experience in developing and improving financial models.
• Proven experience in budgeting, forecasting, variance analysis and cost management.
• Experience working with ERP systems and financial reporting tools. (PowerBI, excel, PowerPoint).

Duties and Responsibilities

Financial modelling and forecasting

• Develop, maintain and enhance financial models for budgeting, forecasting, and business performance analysis.
• Provide scenario analysis to support strategic business decisions, including sensitivity and stress testing. 

Management Reporting

• Preparation of Monthly management reports including commentary on variances in the I/S and B/S of all entities.
• Perform variance analysis, identifying key trends and explaining deviations from budgets or forecasts.
• To ensure that all invoices are correctly allocated and are sent to Group finance department for payment within "2"days of receipt for budgets and other cost centre expenses.

Budgeting

• Overseeing and managing the budget process for all cost centres in external distribution.
• Input of budgets for central costs and revenues for all cost centres in external distribution.
• Work with executive management and align budget and forecasts with the entity’s strategy.
• Review of budgets and obtain a sound knowledge of what is driving income and expenses.
• Assess the adequacy of Budget and forecast assumptions used by management.
• Preparing budget presentations for Exco and Board budget meetings.

Process Improvement

• Automate reporting and forecasting tools where possible to increase efficiency.
• Identify and implement improvements in financial processes, reporting templates and controls.

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Ideal experience and qualifications:

• Bachelor’s degree in Business, Finance, or a related field.
• Proven experience in client relationship management or client service within the financial services industry, preferably within retail investments.
• 2 – 3 years’ experience managing an operations team, ideally within the client services environment
• Strong understanding of investment products and services and the investment industry.
• Understanding around data analysis and MIS reporting within the client experience environment
• Understanding around client surveys and benchmarking
• Working in an Agile environment and being familiar with Agile methodology in terms of project delivery

Duties and Responsibilities

• Client Journey Mapping and Optimisation: Analyse the end-to-end client journey, identifying pain points and opportunities for improvement. Develop and implement strategies to enhance the client experience at each stage, from onboarding to ongoing service and reporting.
• Service Standards and Best Practices: Define and implement client service standards and best practices for the retail operations team. Ensure consistent application of these standards across all client interactions.
• Client Communication Strategy: Develop and oversee the client communication strategy, ensuring clear, timely, and relevant communication across various channels (e.g., email, phone, portal). This includes crafting client-facing materials, managing communication templates, and ensuring brand consistency.
• Client Feedback and Analysis: Implement mechanisms for gathering client feedback (e.g., surveys, feedback forms, focus groups). Analyse client feedback to identify trends, areas for improvement, and opportunities to enhance the client experience. Report findings and recommendations to senior management.
• Problem Resolution and Escalation: Establish a robust process for handling client inquiries, complaints, and escalations. Ensure timely and effective resolution of client issues, escalating complex issues as needed. Monitor resolution effectiveness and identify systemic issues.
• Technology and Process Improvement: Identify and champion the use of technology and automation to streamline processes and enhance the client experience. Collaborate with the technology team to implement and optimise client-facing systems and tools.
• Performance Monitoring and Reporting: Develop and track key performance indicators (KPIs) related to client experience, such as client satisfaction scores, resolution times, and service levels. Regularly report on performance to senior management and identify areas for improvement.
• Team Leadership and Development: Lead, coach, and mentor a team of Client Service Specialists and Consultants. Foster a culture of client-centricity and continuous improvement of people, processes and systems. Conduct performance reviews and provide development opportunities.
• Cross-Functional Collaboration: Collaborate effectively with various internal teams, including Investment Advisors, Portfolio Management, Compliance, and Technology, to ensure a seamless and integrated client experience.
• Regulatory Compliance: Stay up-to-date on relevant regulatory requirements and ensure that all client interactions and processes comply with applicable regulations.

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Minimum Requirements

Qualifications:

• Matric  
• RE
• NQF 6 or higher

Experience:

• At least 3-5 years’ experience in the financial services or Life Assurance industry 

Duties and Responsibilities

• Implement and ensure compliance with the supervision agreement
• Mentor and coach the supervised representative in respect of the financial services and financial products for which it is appointed in order for the supervised representative to acquire the required skills, knowledge and competencies to perform its functions.
• At regular intervals review and assess the learning activities and progress of the supervised representative, including recording observations and aspects of further development
• Immediately report to the FSP any unfair treatment of a client as a result of the supervised representatives’ actions or where the representative’s actions may not have been in the best interest of the client
• Record and document the method, frequency and level of intensity of supervision and any changes to the aforementioned
• Keep all records relating to the supervision, including information and documentation relating to development training, supervision activities, assessments and decisions to implement a reduced level of supervision
• The supervisor must ensure that the supervised representative has a good understanding of the products for which they are under supervision
• Ensure that regular supervision meetings with supervised representative are held
• Where necessary assess the interaction between the supervisee and clients
• Assess knowledge and expertise in providing financial planning services including technical product information

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Ideal experience:

• Proven experience as a Receptionist or Front Office Administrator, preferably in a client-facing environment.
• Experience in the financial services industry and particularly the investment industry will be an advantage.
• Knowledge of office management procedures, including but not limited to health and safety and facilities management processes.  

Ideal qualifications:

• Minimum Matric
• Supporting Office Management or Business Administration Diploma would be ideal.

Duties and Responsibilities

Reception & Visitor Management:

• Welcome clients and providing exceptional client experience.
• Manage a visitor log and ensure all visitors are signed in and out appropriately.
• Notify relevant employees / stakeholders of visitor arrivals.
• Organise appointments and maintain meeting room bookings, ensuring they are prepared (including catering arrangements where required).

Telephone & Communication Management:

• Efficiently manage incoming calls and emails, ensuring timely responses and accurate routing.

Administrative Support:

• Provide general administrative support, including typing, filing, photocopying, and scanning.
• Prepare and distribute documents, reports, and presentations as required.
• Manage office supplies and ensure adequate stock levels.
• Maintain accurate records and databases for all but not limited to office management purchases and orders.

Client Relationship Management:

• Build and maintain positive relationships with clients and visitors.
• Respond to client inquiries and requests and anticipate client needs and proactively offer assistance.
• Ensure client confidentiality is maintained at all times.

Front Office Management:

• Maintain a presentable and professional front desk area.
• Manage incoming and outgoing mail and deliveries.
• Oversee the use of office equipment and ensure it is in good working order.
• Liaise with facilities and vendors for maintenance and repairs.

Other Duties:

• Supporting and adhoc duties as assigned by the Facilities Manager to ensure the efficient operations of the office. 
• Based on the nature of our business, honesty and integrity are inherent requirements for our roles.

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Qualification:

• Matric 
• Relevant tertiary qualification (NQF 6)
• RE 5 and FAIS accredited and compliant

Experience:

• At least 2 years’ experience preferably in the financial services industry in a sales role within risk and investment spaces
• Previous sales experience with a proven track record Skills and 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.

Duties and Responsibilities

To work extensively with senior financial advisor to generation opportunities by doing the following:

• Build sound long-term relationships with the various external stakeholders and relevant professional bodies
• Generate leads, arrange appointments
• Ensuring maximum penetration, conversion and access to eligible members
• Provide administration support and case management
• Excel within the set PPS sales targets
• Prepare and present proposals to existing and potential clients using state of the art financial planning tools
• Explain complex information relating to financial planning in a clear and simple professionals
• Way Provide suitable advice to best fit the needs and requirements of graduate
• Manage, maintain and build new and existing client relationships
• Adhere to compliance, operational procedures and practice management standards
• Stay abreast with product information, performance and industry changes
• Build a professional network and sustainable business within the graduate professional market

go to method of application »

Formal Qualifications:

• A relevant Bachelors degree or equivalent qualification is required
• CFP would be advantageous
• South African driver’s license and must have own transport

Experience and Knowledge:

• Insurance industry-related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Duties and Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry. 
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed mode