Open Positions at PPS

Minimum Requirements

Qualification:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or CFA level 1 would be advantageous.

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.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• 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

Broker Consultant:

• 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.

Investment Specialist:

• 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 the Area Manager.

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Education: 

• A tertiary qualification (NQF6 or above) with relevant business orientation advantages 

Experience:

• 2+ years of experience in an administration environment.
• Experience in the policy administration environment would be beneficial.
• Call Centre experience would be beneficial to assist with telephonic enquiries

Knowledge and Skills:

• A good business acumen.
• Knowledge of Financial institutions (advantageous).
• Computer Literate (MS Office Package).
• Have excellent administration skills.
• Display attention to detail and analytical skills.
• Have strong organisational skills.

Key Responsibilities:

• Quality assurance of claims documents received, as per the work instruction.
• Ensuring valid banking details linked to payment scheduler.
• Drafting of claims correspondence e.g. letters and emails.
• Verifying of member’s contact details and personal information.
• Sending out of communication of claims correspondence, inclusive of attachments.
• Uploading of claims assessment correspondence/documents on system (correspondence, emails, reports referral sheets, stats, etc.).
• Correctly administer claim documents and claim correspondence as per the published work instruction.
• Maintaining Team service level agreement by ensuring daily targets achieved 

Assist Management and Support Team :

• Agree duties with team members in order to achieve operational targets including prioritization and work schedules.
• To execute policies and procedures related to service delivery in Operations and between other areas.
• Build and maintain relationships with relevant stakeholders

Maintain Product Expertise:

• In order to answer customer complaints and questions, a Technical Administrator must be an expert in the products offered by PPS. This requires one to take the initiative to master every feature and benefit of each product. Identify process and procedure improvements and make recommendations to streamline and simplify processes.

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Qualification:

• Matric 
• A three year or higher bachelor’s degree or national diploma
• A completed NQF 5 – Wealth Management

Experience:

• Since it is an internship, no experience is required, but experience in the financial services or Life Assurance and Investments industry in a sales and/or service related role will be an advantage

Duties and Responsibilities

• Intermediate knowledge of the Life Assurance and Investments 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.
• Operating Level Requirements (Scope, Responsibilities, Skills and Attributes)

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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 model. 

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Education: 

• Bachelor’s degree in Business Administration, Engineering (Process/ Industrial), or a related field. A Master’s degree or relevant certification (e.g., Lean Six Sigma, PMP) is a plus.

Experience:

• Minimum of 7-10 years of experience in process improvement, business analysis, or a related field, with a focus on innovation, preferably in a large, multi-functional organization.
• Experience in establishing and maintaining process governance (maturity) frameworks, ensuring compliance with regulatory and internal standards.

Proven track record in 

• setting up process optimisation and innovation centre(s) of excellence
• leading large-scale process improvement and innovation initiatives at a senior level.
• align process and innovation strategies with long-term business goals.

Duties and Responsibilities

Strategic Process Management:

• Lead a CoE for the design, implementation, and optimisation of business processes across the Group, leveraging Lean, Six Sigma or through other standard methodologies, ensuring alignment with strategic objectives.
• Oversee the shift from department and product-oriented processes to consistent, standardised and optimised customer (staff, member and intermediary) journey-centric processes.
• Explore and evaluate new technologies and digital solutions that can transform business processes and create competitive advantage. 

Transformation Leadership:

• Drive large-scale transformation initiatives, including digital transformation, automation and the adoption of composable process thinking, to enhance business agility and customer satisfaction. 
• Enable change management efforts to ensure the successful adoption of new processes and technologies.
• Lead the development and implementation of innovative solutions to enhance customer experience, improve operational efficiency, and drive growth. 

Innovation and Process Excellence:

• Promote a culture of continuous improvement, encouraging innovation in waste removal, optimal process design and execution.
  Identify and implement technologies and methodologies to drive customer satisfaction, process efficiency to grow the business.
• Develop and implement performance metrics to track and measure the impact of process improvements. 

Governance and Compliance:

• Establish and maintain robust process governance frameworks, ensuring that all processes comply with regulatory standards and internal policies.
• Collaborate with Process Owners and Process Leads to ensure accountability, consistency, and excellence in process definition, documentation and execution.

Collaboration and Communication:

• Work closely with senior leadership across and cross-functional teams across the group to align customer journeys and process initiatives with business goals.
• Articulate the vision for process transformation to stakeholders, ensuring clear communication and alignment across the organisation.

Documentation and Automation:

• Ensure comprehensive documentation of all business processes, making them accessible and understandable to relevant stakeholders.
• Ensure the format of process documentation enables low/ no code analysis, optimisation and automation of processes
• Lead the identification and implementation of automation opportunities to enhance process efficiency and consistency.

Performance Monitoring and Improvement:

• Ensure data is available to enable the develop and monitoring of key performance indicators (KPIs) for processes, ensuring continuous evaluation and improvement.
• Drive the development of best practices and process standards across the organisation.
• Report on the progress and impact of process optimisation, innovation and transformation initiatives and objectives to senior management

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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

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. 

go to method of application »

Minimum Requirements

Qualification:

• Matric

Experience:

• On the job training will be provided.
• Company software & processes will be provided.

Duties and Responsibilities

• Monitoring the effectiveness of marketing campaigns to identify opportunities to improve performance.
• Developing relationships with potential clients by building rapport with them over the phone or via email.
• Coordinating with other departments within the company so that all leads are followed up on and dealt with appropriately.
• To be responsible for making outbound calls daily using data provided.
• To maintain a comprehensive understanding on our various product offerings.
• To be proactive in identifying sales opportunities for all business units based on customer needs.
• To convert the calls and opportunities identified into new business leads.
• To educate potential customers on the company’s products and services.
• To achieve agreed personal and department targets and standards.
• To work closely with the Leadership team to ensure leads are generated within various business units.
• To exceed daily and monthly performance goals.
• Deal with clients in a professional manner at all times aligned to our company values.
• To manage internal and external stakeholder relationships with customer and colleagues.
• To always ensure customer satisfaction and positive impact on brand reputation.
• To act as a brand ambassador for the business and its partners by promoting its various products.
• Ability to work under pressure in a deadline/target driven environment.
• A positive approach to objection handling is essential.
• Ability to work with little supervision.

go to method of application »

Minimum Requirements

Qualification:

• Matric.
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• RE5 will be advantageous.
• A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
• CFP and/or CFA level 1 would be advantageous.

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.
• Experience in Life Assurance will be an advantage.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
• 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

Broker Consultant:

• 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.

Investment Specialist:

• 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 the Area Manager.