Openings at PPS

Qualification:

• Relevant tertiary qualification – BCom or similar financial degree.

Experience:

• 2 to 3 years sales administration experience within the IFA, investment, or linked product markets.

Duties and Responsibilities

• Provide administrative support to Investment Specialist in and out of office.
• Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
• Train and provide support to IFA assistants on PPSI administrative procedures and systems.
• Coordinate regional workshops and client functions.
• Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
• Assist regional office team with general office requirements as needed.
• Handle client queries face to face, written and telephonic. 

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Ideal experience:

• At least 5 years’ experience in an Investment Platform or Asset Management environment at a Senior Operations Level.
• Proven experience in product implementation
• High level legal and regulatory knowledge applicable to the investment and retirement industry
• Knowledge and experience in the Financial Services industry with a sound understanding of local and international investment platforms.
• Experience in working within Agile frameworks
• MS Office with advanced MS Excel

Ideal qualifications:

• Bachelor’s degree in Finance, Business, Economics, Computer Science, or a related field. Advanced degrees or certifications (CFA, FRM, PMP) are a plus.

Duties and Responsibilities
Product Implementation & Delivery

• Lead the end-to-end implementation process for new investment products, platforms, and solutions, ensuring timely, efficient, and accurate delivery.
• Coordinate cross-functional teams, including technology, operations, legal, compliance, and distribution to ensure smooth implementation.
• Develop detailed project plans, timelines, and milestones for each implementation, tracking progress and addressing any issues or delays.
• Manage stakeholder expectations throughout the implementation process, ensuring alignment with client needs and objectives.
• Report on the progress of strategic initiatives being implemented on a regular basis to the PPSI Executive Committee.

Product Integration & Configuration

• Work closely with the technology and development teams to ensure the correct integration of new products with client systems, including data feeds, reporting tools, and investment platforms.
• Provide input into system configuration and ensure that all aspects of the product are aligned with business operational and technical requirements.

Issue Resolution & Problem Solving

• Proactively identify and address potential challenges or roadblocks during the implementation process, working with internal teams and clients to resolve issues.
• Act as a liaison between technical teams and other stakeholders to ensure that any product or platform-related issues are quickly escalated and resolved.
• Maintain comprehensive documentation of all issues, resolutions, and client feedback.

Continuous Improvement & Knowledge Sharing

• Provide feedback to product and IT development teams on client needs, market trends, and product performance to drive continuous improvement.
• Develop best practices, guides, and training materials to enhance the product implementation process.
• Stay up to date on industry trends, regulatory changes, and new product offerings in the investment platform space.

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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. 

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 model. 

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 model.