Team Leader - Newlands Cape Town at PPS

Job Advert Summary    

• Ensure exceptional client and adviser experience through efficient, effective and personalised servicing. Building a high performing team who are focused on making it easy to do business with us (within the rules) with a focus on continuous improvement of people, processes, and systems to deliver a great client experience and continuously improving our service offering. To motivate and lead a team to success.

Minimum Requirements    
Minimum qualifications:

• Relevant tertiary qualification or equivalent is essential – Bachelor’s Degree or Diploma 

Ideal experience:

• 3 – 5 years’ experience within the financial services / LISP / Asset Management industry
• Minimum 3 years proven people management experience
• Knowledge of Investment Platform industry with understanding of all applicable regulations: FICA, FAIS, FSB subcategory licensing, TCF, Section 14, Section 37C and other relevant legislation frameworks
• Knowledge and experience in administration processing environments
• Proven ability to affect change and improve effectiveness through analysis, innovation, people buy-in and leadership by example

Competencies and ideal personality attributes:

• Leadership qualities
• Accountability
• Effective communication (written and verbal)
• Analytical thinking
• Client centricity
• Building and maintaining relationships
• Resilience
• Team success
• Results driven
• Business acumen  

Systems knowledge:

• Systems knowledge on MS Office with a CRM system exposure as an advantage

Duties and Responsibilities    

• Active management of daily team functions and responsibilities through driving optimal levels of efficiency, quality and productivity, and in contributing to the creation of optimal client experience
• Positively influencing team morale, commitment and engagement
• Effective performance management through setting and assessing team standards and in addressing non-adherence
• Continuously assess people, processes and systems to identify areas for improvement and initiating change initiatives
• Manage change regarding new products, legislation, processes etc.
• Support reporting and business intelligence for the operations area, analysing data to build business reports
• Build and maintain relationships with internal and external clients and stakeholders
• Collaborate effectively with peers to achieve business results
• Take up and resolve administrative and service issues that hinder good relations and issuing of business.
• Effectively and efficiently manage and resolve escalations
• Pro-actively identify operational risk

Closing Date    
2023/08/18