Latest Vacancies at PPS

Job Advert Summary    

The successful candidate will form part of the national PPS Investments sales team. Primary responsibility will be the provision of investment specific support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Investments business in the region by building long-term relationships with high-net-worth intermediaries.

Minimum Requirements    

Qualification:

• Bachelor’s degree in commerce or related field essential.
• CFP and/or investments related honours degree an advantage.
• RE5.

Experience: 

• At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.

Knowledge/Computer Literacy:

• MSOffice – specifically a good understanding of both PowerPoint and Excel.
• CRM experience.
• Client database experience an advantage.

Interpersonal & Intrapersonal Skills:

• Technical knowledge about investments, investment industry & trends.
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related    asset managers is a pre-requisite.
• Demonstrable training delivery skills are essential.
• Self-discipline to work unsupervised and to maintain CRM system.
• Resilience and Tenacity. 
• Strong presentation skills.
• Relationship management – networking.
• Communication - verbal & written.
• Performance driven.
• Innovative thinking and problem-solving.

Duties and Responsibilities    

• Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
• Identify and develop strategic partnerships to leverage new opportunities.
• Position PPS Investments as the niche LISP for intermediaries in your region.
• Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
• Provide PPS head office with detailed reporting on leads and opportunities.
• Excellent client services, including proactive response to intermediary needs.
• Supply intermediaries with accurate investment, product, fund, service and investor information.
• Training and developing the intermediary and support staff.
• Supporting investment projects and campaigns, with the ability to deliver investment presentations.
• Participating in investment product implementation.
• Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
• Regular formal report backs to PPS Investments management.

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Job Advert Summary    

To ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels. Passionate, ambitious and energetic individual, constantly looking for opportunities to exceed client expectations. Strong interpersonal skills with enthusiasm for dealing with clients to deliver the best experience and outcomes to them. 

Minimum Requirements    

• 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
• Bachelor’s degree or Diploma in Commerce related field essential. 
• MS Office – intermediate level of MS Work & Excel 
• Sales Logix or another comparable CRM application is an advantage

Duties and Responsibilities    

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

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Job Advert Summary    

The Product Owner (PO) is a member of the Agile Team responsible for defining Stories and prioritizing the Team Backlog to streamline the execution of program priorities while maintaining the conceptual and technical integrity of the Features or components for the team. The PO has a significant role in maximizing the value produced by the team and ensuring Stories meet the user’s needs and comply with the Definition of Done.
Within PPS, the PO is responsible for the lifecycle of the product, from the minimally viable product (MVP) to decommissioning, working closely with Product Development, Design Authorities, Architecture, Security, IT Operations, Academy and Service Delivery teams.

This role has significant relationships and responsibilities outside the local team, including working with Product Management, Customers, Business Owners, and other stakeholders.

Minimum Requirements    

Education:

• Bachelor’s degree or Diploma in Computer Science or Information Science or Information Technology
• Certified Product Owner (SAFe POPM)

Experience:

• Essential : 4 years’ experience leading teams in an Agile environment in IT, Financial Services or Consulting.
• Preferred : 2-3 years’ experience in Business Analysis, Product Owner or Scrum Master role.

Knowledge and Skills (maximum of 10):

• Scrum/Agile software development methodologies
• Software development knowledge
• Coding and designing knowledge
• Product development architecture.
• User Experience knowledge and principles
• Business Process and Analysis
• Product backlog understanding and management
• User stories knowledge
• Ability to use tools and apps.

Competencies (maximum of 8):

• Creative and Innovative Thinking
• Decisiveness
• Development orientation
• Effective communication
• Enabling team success
• Interpersonal effectiveness
• Planning and organising
• Quality orientation

Duties and Responsibilities    

• Product Increment Planning, Iteration Execution, Program Execution, Inspect and Adapt.
• The Product Owner fulfills the following duties:
• Preparation and Participation in PI Planning
• As a member of the extended Product Management team, the PO is heavily involved in program backlog refinement and prep for Program Increment (PI) planning and plays a significant role in the planning event itself. Before the planning event, the PO updates the team backlog and typically reviews and contributes to the program vision, Roadmap, and content presentations.
• During the event, the PO is involved with story definition, providing the clarifications necessary to assist the team with their story estimates and sequencing. The entire Agile team, which includes the PO, also work together to determine their team PI objectives for the upcoming PI.

Iteration Execution

• Maintaining the team backlog – With input from Architecture, DevSecOps and other stakeholders, the PO has the primary responsibility for building, editing, and maintaining the team backlog. Consisting mostly of user stories, it also includes defects and enablers. Backlog items are prioritized based on user value, time, and other team dependencies determined in the PI planning event and refined during the PI.
• Iteration Planning – The PO reviews and reprioritizes the backlog as part of the prep work for Iteration Planning, including coordination of dependencies with other POs. During the iteration planning event, the PO communicates story detail and priorities and ensures the team aligns and agrees on a final iteration plan.
• Story elaboration – Most backlog items are elaborated into user stories for implementation. This may happen before the iteration, during iteration planning, or during the iteration. While any team member can write stories and acceptance criteria, the PO maintains proper flow.
• Apply Behavior-Driven Development (BDD) – POs collaborate with their team to detail stories with acceptance criteria and examples in the form of acceptance tests.
• Accepting stories – The PO works with the team to agree on accepted story completion. This includes validating that the story meets acceptance criteria, that it has the appropriate, persistent acceptance tests, and that it otherwise complies with its Definition of Done (DoD). In so doing, the PO also assures a level of quality, focusing primarily on fitness for use.
• Understand enabler work – While POs are not expected to drive technological decisions, they are supposed to understand the scope of the upcoming enabler work and collaborate with Architecture and DevSecOps to assist with decision-making and sequencing of the critical technological infrastructures that will host the new business functionality. This can often be best accomplished by establishing a capacity allocation.
• Participate in team demo and retrospective – POs collaborate with their team and any other stakeholders in the team demo. They also participate in the Iteration Retrospective, where the teams gather to improve their processes and are active in the Agile Release Train’s (ART’s) Inspect and Adapt (I&A) workshop.

Program Execution

• During each PI, the PO coordinates dependencies with other POs. This often occurs in weekly PO sync events.
• The PO also has an instrumental role in producing the System Demo for program and Value Stream stakeholders.

Inspect and Adapt

• The PO works across teams to define and implement improvement stories that will increase the velocity and quality of the program at the Inspect and Adapt workshop.
• The PI system demo is part of the Inspect and Adapt workshop. The PO has an instrumental role in producing the PI system demo for program stakeholders. To ensure that they will be able to show the most critical aspects of the solution to the stakeholders, POs also participate in the preparation of the PI system demo.