Job Vacancies at PPS

Formal Qualifications:

• Matric (Grade 12).

Experience and Knowledge:

• At least 2 years of experience in the Financial Services or Life Assurance industry in an administrator role.
• Basic knowledge of the Life Assurance or Financial Services industry.

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.

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Ideal experience:

1. At least 5 years of work experience in the Investment Industry, ideally in linked investment platform or Product Development role.
2. Demonstrable track record of involvement in developing or implementing new investment product ideas in the retail market.
3. In-depth understanding of financial services with demonstrable insights into the investment needs or individuals.
4. A good understanding of the investment industry tax and regulatory framework.
5. Sound analytical skills and proficiency with analysis of large data sets using Excel and Power BI.

Ideal qualifications:

1. A Bachelor’s degree with a focus on Investments /Economics with demonstrated academic excellence.
2. A strong analytical degree with or studying towards a post graduate investments qualification (E.g., CFP)

Duties and Responsibilities

1. Development of integrated product solutions, or changes to existing strategies, in conjunction with investment team and business development teams.
2. Ensuring the unique mutuality value proposition is enhanced and developed for the linked investment services platform.
3. Assist with ensuring product offering remains in line with regulatory requirements, through development or amendment of product features.
4. Conduct research and review of both local and international products and proposition offerings, as well as tracking and analysing trends on linked investment services platforms, to identify gaps, opportunities, and enhancements in line with regulatory and industry standards.
5. Engage with various business stakeholders to understand strategic requirements and needs from a product and proposition offering perspective.
6. Data analysis to identify trends and behavior to guide thinking around holistic solutions and personalization opportunities.
7. Conduct annual and ad-hoc calculations on PPS Members using the linked investment platform and PPS funds to determine qualifying assets for annual profit allocations.
8. Draft and present business case proposals through relevant Committees for approvals.
9. Act as a key product knowledge expert in projects to support project management teams to implement new products, propositions and strategies within the business.
10. Sign-off on product related content and support to business on product related items

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Ideal experience:

1. 1-2 years of work experience in the Investment industry.
2. Good understanding of financial services with demonstrable insights into the investment needs of individuals from a holistic savings perspective.
3. A good understanding of the Investment industry’s tax and regulatory framework and impact on differing savings outcomes.
4. Experience in doing analysis using Python or R.  

Ideal qualifications:

1. A strong analytical degree (Mathematics/Statistics) with demonstrated academic excellence. 
2. A post graduate investments qualification or professional certification (e.g. CFA) will be an advantage. 

Duties and Responsibilities

1. Assist the Product Development team in developing new solutions or enhancing existing strategies, with a focus on holistic investment solutions.
2. Contribute to maintaining and expanding existing quantitative tools (e.g., cash flow projections, product modeling).
3. Help ensure product offerings remain aligned with regulatory requirements by assisting in the development or amendment of product features.
4. Drive efficiency by identifying opportunities to automate current processes and workflows within the team.
5. Work with structured and unstructure data from various sources, assisting in gathering, cleaning, and organising data for analysis.
6. Assist in data analysis and visualisation to identify trends and behaviours, helping to generate insights that guide thinking around holistic solutions.
7. Assist in drafting business case proposals and preparing materials for committee review and approval.
8. Address broader business quantitative enquiries by assisting by assisting with data gathering, analysis and reporting to support decision-making across the organization.

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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.

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.