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:
- Leverage deep industry understanding and in-depth business analysis to provide clear direction to the organisation through trusted, well-interpreted data insights.
- The Business Intelligence Analyst focuses on identifying gaps, interpreting complex and imperfect data, and translating analysis into meaningful insights that inform executive decision-making. This role plays a critical enablement function within the BI team by supporting Data Analysts and partnering with IT, while ensuring that BI outputs reflect how the industry and business operate in practice.
Minimum Requirements
Ideal experience:
- Minimum 4–6 years’ experience in a Business Intelligence, Analytics, or Insight-focused role.
- Strong industry domain familiarity, with demonstrated ability to interpret business data in line with how the industry and market operate.
- Exposure to working in complex or data-imperfect environments is advantageous.
Ideal qualifications:
- Bachelor’sor Honour’s qualification within the following disciplines or areas of specialisation: Investments, Economics, Data Science, Business Science, or related.
Competencies and ideal personality attributes:
- Strong analytical and critical thinker
- Able to apply judgement where data is ambiguous or incomplete
- Business- and outcome-focused
- Confident communicator with the ability to explain complex insights simply
- Detail-oriented with a strong appreciation for data integrity
- Collaborative, supportive, and comfortable enabling others
Systems knowledge:
- MS Office with advanced MS Excel
- Experience with Power Bi and data visualization tools
- Working understanding of SQL sufficient to interpret and validate data outputs (advanced SQL not required)
- Familiarity with data models and structured datasets
- Exposure to automation, Python, or AI-enabled analytics is advantageous but not essential
Duties and Responsibilities
In-Depth Business Analysis & Insight Generation
- Conduct in-depth analysis to identify business performance gaps, trends, and opportunities.
- Translate ambiguous business questions into clear analytical problem statements aligned to decision-
- Deliver insights that provide direction and context, not just descriptive outcomes.
Industry-Driven Data Interpretation & Categorisation
- Apply your industry understanding to interpret, clean, and categorise data where raw system data is insufficient.
- Define and maintain categorisation logic that reflects how the business and market operate in practice.
- Ensure consistency and transparency of assumptions and classifications across BI outputs.
Analytical Specification & Quality Assurance
- Define analytical specifications, including required metrics, assumptions, and validation criteria.
- Guide Data Analysts and IT teams on analytical intent prior to development or productionisation.
- Act as a quality checkpoint to ensure analysis is robust, accurate, and fit for executive use.
Collaboration & Enablement
- Support and enable Data Analysts in progressing toward deeper analytical work through coaching and pairing.
- Collaborate with IT and SQL developers to ensure analytical logic is correctly implemented and validated.
- Partner with Data Analysts during data testing and validation before insights are released to the business.
Insight Communication & Continuous Improvement
- Support effective presentation of insights through clear narratives and appropriate visualisation.
- Contribute to improving BI processes, analytical approaches, and consistency of insight delivery.
- Identify opportunities to use automation or emerging tools to enhance analytical effectiveness and efficiency
Deadline:13th February,2026
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Purpose of the job:
- This role is responsible for service delivery to a select group of financial advisers and maximizing their experience through setting and maintaining exceptional service standards. The incumbent is a specialist dealing with financial advisers and their client queries and/or complaints, exception reporting and providing an excellent service offering. Understanding the financial advisers’ preferred way of working as well as their practice management to drive mutual revenue growth that includes our business is a key part of this role.
Minimum Requirements
Ideal experience:
- 2-3 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 / client relationship management / client correspondence / MIS and reporting advantageous
Ideal qualifications:
- Bachelor’s degree in commerce related field essential
- CFP or studying towards one would be an advantage
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 with a CRM system exposure as an advantage
Duties and Responsibilities
Financial Adviser support and service
- Build strong working, personalised business relationships with financial advisers, key individuals and their practice
- Establish and enhance best practices to support the financial adviser and their practice
- Identify opportunities to present PPS products that are relevant to their client base
- Partner with the Investment Specialist to identify a sustainable Sales strategy tailored to the financial adviser(s)
- Monitor flows for upselling and retention opportunities.
- Handle all 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 finalisation of financial adviser and their client’s requests
- Working across organisational boundaries to obtain outstanding information and clarify instructions received to enhance their experience
- Proactively identify potential problems that will strain the business relationship with the financial adviser or their clients.
- Address any real-time problems regarding service issues and enquiries to resolve them swiftly.
- Responsible for managing reputational risk ensuring compliance with regulatory requirements, procedures, service standards and complaints
- Promotion of PPS Investments technology offering and responsible for an adoption rate >95%
- Remain updated and informed on legislative and industry changes
- Technical understanding of all PPS Investments products and business processes and the ability to apply that understanding to daily outputs
- Meet with the Financial Adviser regularly to align strategic objectives of the Niche offering to their business
Reporting and investigating
- Identifying and resolving any delays to investing client funds.
- Daily, weekly and monthly flows reporting
- Tracking cases issued and assist with incident corrections
- Causal and trend analysis
- Conduct forums to give feedback on trends
- Identify efficiencies, recommend changes and enhancements, drive implementation, and monitor success thereof
Deadline:13th February,2026
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Purpose of the job:
- We are looking for a dynamic individual who understands design principles and has an acumen for design tools to enable our brand and marketing ambitions. The individual will be at the forefront of the creative process and must be able to produce high quality final artwork briefed by our marketing, communication and positioning teams while incorporating relevant branding ranging in scope, media channel, and audience.
- The successful candidate must be able to communicate visually and effectively and equipped to manage multiple requirements and deadlines.
Minimum Requirements
Ideal experience:
- 5 or more years’ experience in a design role.
- Motion design skill and Adobe After Effects expertise advantageous, but not a prerequisite.
- Have a good understand of the financial services / investment’s environment would be an advantage.
Ideal qualifications:
- Bachelor’s or associate degree in design or creative direction.
- Certification and/or training in relevant software programs.
Competencies and ideal personality attributes:
- Creative and adaptable who can master the foundations of design concepts and visual principles.
- Have an active interest in design with a curiosity and passion to lead the brand from a design perspective.
- Ability to think critically, communicate effectively, and produce work within deadlines.
- Ability to work independently as well as collaboratively within teams.
- Strong organisational skills and attention to detail.
Systems knowledge:
- Proficient in graphic design software; InDesign, Adobe Illustrator and Photoshop.
Duties and Responsibilities
- Act as a custodian of the PPS Investments brand and other associated brands within the PPS Investments Group, identity and guideline ensuring all collateral and communication is a reflection the experience and standard of the respective brands.
- Bring the brief and concept to life based on the business needs and vision.
- Work closely with the Head: Brand & Communication to develop briefing process, structure and templates.
- Prepare mockups and present design/concept to stakeholder.
- Finalise artwork to production specifications working with the team to ensure final approvals.
- Work and collaborate with positioning and communication team to consistently deliver creative solutions for visually based problems or needs.
- Time-manage multiple projects and keep stakeholders updated on progress.
- Work with agencies to adapt and roll out approved concepts to various media, above and below the line.
- Communicating with internal and external stakeholders about progress of projects and any issues that may arise.
- Expand the brand standards to include new communication formats.
Deadline:20th February,2026
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Job Advert Summary
- To enhance Information Technology (IT) infrastructure, optimise business operations, and define the strategic approach for integrating information systems and applications. This role involves cataloguing, developing, coordinating, communicating, maintaining, and enforcing enterprise architecture models and capabilities to support PPS' business and technology functions. Key areas covered include infrastructure, data, workflows, integration, applications, hardware platforms, system interfaces, internal and external controls, and evaluation of third-party vendor solutions.
Minimum Requirements
Education:
- Bachelors Degree in either Information Systems, Informatics or Computer Science or Engineering (or equivalent work experience)
- Honours or Masters Degree in Information Systems, Informatics, Computer Science or Engineering (preferred)
- TOGAF Framework or equivalent certification
Experience:
- At least 5 -7 years’ experience in an IT technical specialist role
- 5 - 7 years’ experience in a current solutions architect position in a sizable organisation; preferably in banking or financial services industry (preferred)
- Experience in creation and operations of IT solutions architecture roadmaps in a medium to large division / company
- Proven experience in adopting architecture and governance frameworks e.g. TOGAF or Zachman
- Advanced experience in the design and implementation of complex computer systems
- Experience in code refactoring, design patterns, design-driven development, continuous deployment, highly scalable applications, application security
- Experience in pair programming, continuous integration, test-driven development & incremental design
- Project management experience
Knowledge and Skills:
- Sound knowledge of software development, with knowledge of Agile software development process
- Ability to write architectural design documents or review design documents provided by others
- Good understanding of Node.js, Go, Ruby on Rails, Java, PHP, Perl, SQL, HTML, .Net, JavaScript or CSS
- In-depth infrastructure knowledge including RESTful APIs, Single Sign On, LDAP, LAMP, Search Technologies
- Proficiency in implementing reliable, complex, secure, high performance and scalable solutions from creation to production
- Ability to draft accurate documentation that supports the project management effort and software development
- Demonstrates the ability to understand and interpret key technology platforms relative to PPS
- Knowledge of the technology elements that contribute to maturing the 4th Industrial Revolution objectives; robotics, automation, digitalisation, artificial intelligence, etc.
Competencies:
- Sound problem solving and analytics skills
- Innovation orientation
- Business Acumen
- Persuading and Influencing
- Change navigation and adaptable
- Sound analytical and logical reasoning
- Sound planning, organising and execution skills
- Effective communication (written ad verbal)
- Excellent customer relations skills and ability to work with demanding customers
Duties and Responsibilities
- Define and maintain enterprise architecture frameworks, roadmaps, and models that align IT capabilities with business objectives, ensuring adaptability, scalability, and reusability
- Evaluate internal functions, systems engineering, and IT processes to identify cost-saving opportunities, improve operational efficiency, and support future business goals.
- Specify, design, and review complex systems and components using appropriate standards and tools, ensuring alignment with business requirements and readiness for implementation
- Enforce architectural governance frameworks, assess design risks, and ensure compliance with technical strategies, policies, and standards to mitigate vulnerabilities.
- Engage with business and IT leaders to co-create innovative solutions, communicate infrastructure requirements, and ensure architecture roadmaps reflect evolving business needs.
- Identify gaps in employee knowledge and skills, provide consultation on market solutions, and support initiatives that enhance organizational capability and readiness.
- Evaluate third-party vendor solutions, emerging technologies, and integration approaches to support secure, efficient, and adaptable systems across applications and platforms
- Support business change programs by preparing technical plans, coordinating development efforts, and ensuring operational readiness and continuity across business units
Deadline:13th February,2026
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Job Advert Summary
- Responsible for the assessment and management of long-term Sickness, Permanent Incapacity, and Disability claims. The incumbent applies specialist claims expertise, deep process knowledge, and a client-centric approach to deliver high-quality service. The role involves handling complex and technical claims queries and complaints, ensuring superior service experience. Collaboration with the Research & Development team is essential to support cross-functional and broader organisational objectives.
Minimum Requirements
Education:
- Degree in Occupational Therapy/Physiotherapy or any relevant clinical qualification
Experience:
- 5+ years’ experience in the insurance industry
- 4+ years’ experience in claims assessment including Income protection, Lump Sum Disability and dread disease
- Case Management experience (preferred)
Knowledge and Skills:
- Must have excellent telephone etiquette
- Good computer knowledge - MS Outlook, Excel and Word are necessary
- Ability to work independently as well as being a good team-player with excellent interpersonal skills
- Logical and analytical
- Effective time management skills
- Deadline/target driven, with ability to work under pressure
- Logical and analytical
- Excellent report writing and presentation skills
Competencies:
- Planning and organizing
- Attention to detail
- Client centricity
- Building and maintaining relationships
- Resilience
- Complex problem solving
- Adapting and responding to change
- Innovation and Forward Thinking
Duties and Responsibilities
- Assess and manage long-term Sickness, Permanent Incapacity, and Disability claims in line with policy and procedural guidelines
- Review, analyse, and summarise medical documentation to support informed decision-making
- Evaluate technical aspects of claims, including potential non-disclosure and applicable exclusions
- Present complex claims to the Medical Officers Committee for further assessment and decision-making
- Draft comprehensive referral letters to independent specialists and detailed decision letters to members
- Manage long-term claims by coordinating rehabilitation and return-to-work programs in collaboration with appointed specialists
- Communicate claims outcomes and future claim requirements to members, ensuring clarity and transparency
- Manage Arbitration and Ombudsman cases, working closely with relevant stakeholders throughout the complaints process
- Demonstrate consistent adherence to audit requirements to support compliance and governance standards
- Serve as a Subject Matter Expert (SME) by sharing specialist knowledge and providing technical guidance to colleagues and stakeholders
Deadline:16th February,2026
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Purpose of the Job:
- The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work consistently.
- Reporting to the Team Leader, the Support Assistant will be responsible for producing high quality, detailed work based on established standards, guidelines and procedures within the prescribed SLA’s.
Minimum Requirements
Formal Qualifications:
Experience and Knowledge:
- At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
- Basic knowledge of the Life Assurance or Financial Services industry.
Computer Literacy:
- MS Office package, particularly, Internet, Outlook, and Excel.
Interpersonal and Intrapersonal Skills:
- Careful.
- Helpful.
- Conscientious.
- Consistent.
- Responsive.
- Client service orientation
- Target-driven
Duties and Responsibilities
Main duties and responsibilities:
- Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
Check and capture applications:
- Within 4 hours of being received.
- With a 95% accuracy level.
- Support functions include performing daily routine procedures.
- Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
- Communicate outstanding requirements after the request has been uploaded.
- Complete an annual assessment on appropriate systems.
- Provide administrative backing to the Life Specialists and directly to intermediaries.
- Provide quotations and statements of benefits to intermediaries.
- Take ownership of service level standards and ensure they are achieved consistently.
- Assist the Life Specialists in organising broker workshops.
Deadline:14th February,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 February,2026
go to method of application »
Purpose of the Job:
- Reporting to the Team Leader, the Support Assistant will be responsible for producing high-quality, detailed work based within the prescribed service level agreements (SLAs).
- The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work consistently.
- Reporting to the Team Leader, the Support Assistant will be responsible for producing high quality, detailed work based on established standards, guidelines and procedures within the prescribed SLA’s.
Minimum Requirements
Formal Qualifications:
Experience and Knowledge:
- At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
- Basic knowledge of the Life Assurance or Financial Services industry.
Computer Literacy:
- MS Office package, particularly, Internet, Outlook, and Excel.
Interpersonal and Intrapersonal Skills:
- Careful.
- Helpful.
- Conscientious.
- Consistent.
- Responsive.
- Client service orientation
- Target-driven
Duties and Responsibilities
Main duties and responsibilities:
- Upload and follow up on the following queries: premiums, change of beneficiary, debit orders, letters of authority, change of broker, amendments, change of DOC, change of details, claims, etc.
Check and capture applications:
- Within 4 hours of being received.
- With a 95% accuracy level.
- Support functions include performing daily routine procedures.
- Monitor incompletes and service requests and communicate outstanding applications and Aftersales Service requests started.
- Communicate outstanding requirements after the request has been uploaded.
- Complete an annual assessment on appropriate systems.
- Provide administrative backing to the Life Specialists and directly to intermediaries.
- Provide quotations and statements of benefits to intermediaries.
- Take ownership of service level standards and ensure they are achieved consistently.
- Assist the Life Specialists in organising broker workshops.
- Ordering necessary forms and brochures for the office when needed.
Deadline:14th February,2026
go to method of application »
Job Advert Summary
- The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
- The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.
Minimum Requirements
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
Computer Literacy:
- Computer Literate (MS Office Package)
Interpersonal and Intrapersonal Skills:
- Relating to customers within a diverse market
- Communication in writing.
- Communicating orally with good presentation skills.
- Quality orientated.
- Reliable.
- Customer focussed.
- Resilient
- Results driven.
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.
Deadline:14th February,2026
go to method of application »
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:16th February,2026
go to method of application »
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. The role will initially be inbound and evolve to outbound as the panel grows and matures.
Minimum Requirements
Qualifications:
- 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.
- Fluent in Afrikaans
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 practicesTo ensure alignment to Treating Customers Fairly (TCF), in all business practices
Interpersonal and Intrapersonal skills:
- Relating to Customers
- Communicating in writing
- Communicating Orally
- Quality Orientated
- Reliable
- Customer Focused
- Resilient
- Results Driven
- Attention to detail
Deadline:14th February,2026
go to method of application »
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:
- Legal or Masters Degree in finance or commerce; or
- Plus advanced Post Graduate Diploma In Financial Planning or similar
- CFP® professional
- FISA® designation or other recognised professional financial designation
- Successful completion of RE representative exams - Preferred
- SAIPA or SAICA Affiliation-advantageous.
Experience:
- 7 years’ experience in the Financial Planning environment
- Expert technical understanding a minimum of two of the following disciplines:
- Risk and Estate Planning
- Investments and Retirement Planning
- Business Planning
- Holistic Financial Planning
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.
Deadline:20th February,2026
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Job Advert Summary
- An exciting opportunity for an enthusiastic and results driven Coach exists, to provide one on one job support to coachees in order to assist them with the enhancement of their skills so that the coachees can accomplish tasks optimally. The coach will also take responsibility for the quality assurance process for their coachees.
Minimum Requirements
- Grade 12 certificate
- 3-year Tertiary Qualification in any related field.
- A minimum of 3 years’ experience in Medical Scheme administration
- Sound knowledge of PPSHA Processes, ISO and other related legislation
- Good interpersonal skills and ability to interact with people at all levels
- Computer literacy
Duties and Responsibilities
- Establishing a coaching relationship with each assigned coachee in order to facilitate a productive working relationship.
- Identifying and analyzing areas for coaching in order to assist the development of coaches.
- Establishing coaching goals and corrective/development action emanating from DPS’s/performance appraisals/quality assurance in order to ensure that coachees reach the required standard.
- Provide on the job training to coachees as required
- Do real-time quality assessments with coachees.
- Communicating feedback to coachees during GROW sessions on quality assurance matters using the Administration system/prescribed quality evaluation forms/published reports/voice recorder in order to maintain a high quality of work in the group.
- Liaising with coaches from other groups on a regular basis in order to resolve queries/maintain SLA’s and to build a positive working relationship between various groups.
- Ensuring constant feedback on progress to consultants by regularly updating them on their quality stats
- Maintaining service level agreements for all assigned processes
- Behave in alignment with the PPSHA values
Deadline:20th February,2026
Method of Application
Use the link(s) below to apply on company website.
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