Current Opportunities at PPS

Purpose of the Job:

• The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade12)
• Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
• NQF 7 and above qualifiction is highly  advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Preference will be given to Employment Equity candidates

• The individual must have a valid driver’s license and their own reliable vehicle or access to one
• The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record
• The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
• PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

Duties and Responsibilities    
Main duties and responsibilities:

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

Closing Date    
2023/08/29

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Purpose of the Job:

• The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF L6 tertiary qualification is preferable
• NQF L7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
•  Computer Literacy:
• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

 Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities    

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

go to method of application »

Purpose of the Job:

• The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade 12)
• FAIS recognised (relevant commercial/legal/industry specific) NQF L6 formal qualification is non-negotiable  [please do not apply if you hold a formal qualification that is not FAIS recognised]
• NQF L7 and above highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities    
Key responsibilities:

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

Closing Date    
2023/10/31

go to method of application »

Job Advert Summary    

• A member of the Retentions team reporting to the Team Manager Retentions & Leads. This role will be responsible to ideate, design, implement and manage the retention and conservation strategies for PPS products and services.
• Retention specialists, also known as customer retention specialists, design and implement customer retention strategies to increase loyalty and retain business. They analyze customer feedback, negotiate with customers, implement retention strategies, and compile reports for senior managers.
• We are seeking a highly skilled and experienced Retentions Specialist to join our team. As a Retentions Specialist, you will be responsible to ensure that retention efforts are optimal at all stages of the members Lifecyle. Your expertise in analysing customer behaviour, identifying areas for improvement, and designing retention initiatives will be crucial in driving customer loyalty and maximizing member lifetime value. The ideal candidate possesses strong analytical abilities, excellent communication skills, and a deep understanding of customer relationship management.

Minimum Requirements    
Education: 

• Bachelor's degree in business, marketing, or a related field

Experience:

• 5+ years’ experience in a relevant retention’s role within an insurance company.
• 3+year retentions / sales specific experience in the long-term insurance or banking industry.
• People Management Experience will be an advantage.
• A completed RE5 examination is preferred but not mandatory.
• Proven work experience as a Retentions Consultant, Customer Success Manager, or in a similar customer-facing role.

Knowledge and Skills:

• Knowledge of financial services industry environment.
• Knowledge on FICA/FAIS and TCF outcomes.
• Knowledge and experience in client services / contact centre environments.
• Systems knowledge on MS Office.
• Knowledge of industry best practices and emerging trends in customer retention.
• Experience in designing and implementing customer retention strategies and campaigns.

Competencies:

• Strong analytical skills with the ability to interpret complex data sets and draw actionable insights.
• Excellent problem-solving and decision-making abilities, with a strategic mindset.
• Exceptional communication and interpersonal skills, with the ability to build rapport with customers and internal stakeholders.
• Proficiency in CRM software and analytics tools.
• In depth knowledge of Microsoft Office incl. Excel & PowerPoint.
• Familiarity with customer segmentation techniques and customer lifecycle management.

Duties and Responsibilities    
Retention Responsibilities:

• Analyze customer data and trends to identify patterns, behaviors, and potential reasons for customer churn.
• Conduct thorough assessments of existing customer retention processes and develop strategies for improvement.
• Design and implement targeted retention campaigns, utilizing a variety of channels and tactics to engage customers and reduce churn.
• Develop and maintain a comprehensive understanding of the company's products, services, and competitive landscape to effectively address customer concerns and improve retention rates.
• Utilize customer feedback and satisfaction surveys to identify areas for improvement and implement necessary changes.
• Provide training and guidance to internal teams on customer retention strategies, best practices, and key metrics.
• Monitor and evaluate the effectiveness of retention initiatives, using data-driven insights to refine and optimize strategies over time.
• Stay updated on industry trends, emerging technologies, and innovative practices in customer retention to continuously enhance the company's retention capabilities.

Reporting, Investigating and Team Leading Back-Up:

• Analysis and resolution of all exception reporting.
• Daily and monthly reporting.
• Drawing statistics, tracking cases issued and assist with incident corrections.
• Causal and trend analysis
• Conduct forums to give feedback on trends.
• Identify efficiencies, recommend changes and enhancements, drive implementation and monitor success thereof.
• In managers absence provide team leadership (managing performance, motivating staff, provision of formal and informal feedback) in order to ensure that the highest level of performance is achieved.
• In managers absence to monitor and manage work outputs.
• In managers absence to monitor the relevant queue and allocate sufficient resources.

Stakeholder management:

• Collaborate with cross-functional teams, including sales, marketing, and customer support, to gather insights and align retention initiatives with broader business goals.
• Establish, maintain, and build relationships with key stakeholders.
• Identify process and procedure improvements and make recommendations to streamline and simplify processes.

Closing Date    
2023/08/25

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Purpose of the Job:

• Reporting tothe Team Leader, the Support Assistant will be responsible for producing high-quality, detailed work based within the prescribed service level agreements (SLAs).
• The focus of this position is producing high-quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Communication with others is based on knowledge of repetitive job routines and procedures gained from sufficient on-the-job experience. Consistent, error-free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work consistently.

Minimum Requirements    
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.

Computer Literacy:

• MS Office package, particularly, Internet, Outlook, and Excel.

Interpersonal and Intrapersonal Skills:

• Careful.
• Helpful.
• Conscientious.
• Consistent.
• Responsive.
• Client service orientation
• Target-driven

Duties and Responsibilities    
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.
• Ordering necessary forms and brochures for the office when needed.

Closing Date    
2023/08/25

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• The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.
• The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. 

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

Computer Literacy:

• Computer Literate (MS Office Package)

Interpersonal and Intrapersonal Skills:

• Relating to customers within a diverse market
• Communication in writing.
• Communicating orally with good presentation skills.
• Quality orientated.
• Reliable.
• Customer focussed.
• Resilient
• Results driven.

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. 

Closing Date    
2023/08/25

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• This role will be responsible for exit calculations of resignation, retirement and death claim.  

Minimum Requirements    
Education: 

• B. Com Accountancy degree (advantage)  

Experience:

• 8 years’ experience within a financial services environment, preferably in the Insurance Industry advantage.
• Strong reconciliation experience is required.
• Experience in the use of Microsoft Office applications (Word and Excel etc).
• Proficient in MS Office - Advanced Excel

Knowledge and Skills:

• General knowledge of insurance legislation/rules advantage.
• Exposure in dealing with members, brokers and advisors advantage.
• IT Skill: Strong computer skills, including Microsoft Office Package at a Moderate level.
• Strong sense of commitment to the organization’s goals and values.
• Good business sense.
• Basic knowledge of accounting and financial principles

Competencies:

• Analytical and be able to make prudent business decisions.
• Flexible and adaptable in changing and challenging circumstances.
• Fast learner with the ability to rapidly assimilate and utilize new information and skills.
• High level of accuracy and be able to operate efficiently under pressure.
• Good written and verbal communication skills.
• Must be self-motivated.
• Time management skills.
• Be a team player and take responsibility for own development initiative

Duties and Responsibilities    
Operational Process:

•  Calculation of Resignation, retirement, AD Vesting and death claim benefits.
• Calculation of Exit Quotes generate letters and Quality Assure the letters.
• Transferring of balances from Special benefit account and Apportionment accounts to the current accounts.
• Processing of Credit Control Journals for each calculation done.
• Quality assurance for calculations processed prior to submission of payments.
• Updating of the input file for the transactions to be uploaded on to the system.
• Service Manager to be uploaded with the required Calculation and with relevant notes.
• Resolution to internal and external request within Service level agreement.
• Providing support and assistance to team members and manager.

Accounting.

• Reconciling members information on system to the Exit calculation.
• Prepare daily journal files.
• Investigate and reconcile members billing accounts.

Stakeholder management:

• Provide support to the broader Life Operations business units.
• Establish, maintain, and build relationships with key stakeholders.
• Liaison function with internal and external department.
• Assist with year-end requirements and audit queries.

Additional Accountabilities:

• Respond to queries and investigations within agreed SLA.
• Adherence to process control and service levels agreements.
• Performing other duties assigned from time to time by the manager

Closing Date    
2023/08/25

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• The role will be responsible to review, interpret and analyse business rules and requirements for technical systems to ensure that quality solutions are selected and delivered to the business.
• Be responsible for Business process design, mapping, and ongoing process improvement initiatives.

Accountable to perform the business analysis, business case development and the delivery of process or technological solutions to meet business requirements and objectives.

Minimum Requirements    
Education:

• BCom (IS)
• BCom Hons, B Bus Sc with a specialization in Investment Management or Computer Science fields (with strong Mathematical background or subject knowledge an advantage).
• Business Design and or Business Analysis diploma
• SAFE Agile Certification or other AGILE development training

Experience:

• Business Analyst with at least 5 years’ experience within financial industry.
• Previous project management experience will be advantageous.
• Experience in participating in complex multi-team delivery models.
• Detailed experience in understanding business incidents, change and priority management.
• Experience in understanding and translating insurance related regulations into actions.
• Exposure to Robotics would be advantageous.

Knowledge and Skills:

• In-depth knowledge of the full end-to-end services, systems, and processes for an insurer
• Understanding of systems interactions within the context of business process delivery (i.e., workflow system, CRM, BPM, batch systems and data warehousing).
• Knowledge and ability to apply Business Architecture and Business Process Management principles.
• Proven knowledge of general business principles and practices, including financial and people management in a matrix structure.
• In depth knowledge of Process Management
• Proficient knowledge in implementing business methodologies including problem management/incident resolution.
• Understanding of Systems development Life Cycles
• Ability to implement and improve the competence of Business Analysis within Business Engagement
• Demonstrating the ability to lead and guide the completion of Business Analysis Artefacts, participate in the formulation of flexible Solution Designs, and produce Quality documentation.
• Having had exposure in understanding business incidents, change and priority management.
• Proficient in Agile methodology and practices

Competencies:

• Able to navigate ambiguity and complexity.
• Enabling and ensuring that team is customer focused whilst demonstrating detailed feedback to all stakeholders.
• Able to maintain a professional demeanor under stress, is persistent and resilient.
• Demonstrating problem solving and analytical skills
• Constructively engaging with Business Stakeholders to ensure that customer requirements are understood and providing innovative thinking.
• Design thinking
• Teamwork

Duties and Responsibilities    

• Document business and technical specifications as required: Use cases, activity diagrams, sequencing diagrams, entity relationship diagrams, deployment diagrams, etc.
• Supplement rules and requirements with functional, non-functional & technical specifications, document these as solution acceptance criteria.
• Involve in the designing and establish processes in such a way that the business can derive the maximum value from the technical systems.
• Client, business and MIS report enhancements and development of new reports.
• Assess impacts to processes/systems by legislative/regulatory changes in the industry.
• Assist with client services support, client quality assurance, testing, adhoc projects and project management from time to time.
• Documentation of processes to be used as training manuals.
• Collecting; understanding and transmitting business requirements for all projects and translating these into functional specifications and detailed test plans.
• Bring about operational efficiency through development of interface capabilities with third party vendors, workflow tools, new in-house systems.
• Act as the link and drive interactions between the client, development team and any third party throughout the development lifecycle.
• Transfer of business new product/initiative requirements to system architects.
• Responsible for the delivery of quality Business requirements specifications within the agreed timelines and customer requirements always visibly reflected in all business documents.
• Ensuring that teams apply the appropriate solution design standards so that customer requirements, automation, Digitisation and Artificial Intelligence have relevance where required in the formulation of the solution.
• Develop operational service metrics as part of the business requirement, review and present the metrics explaining business impact and risk.
• Maintain business process management standards and procedures.
• Oversee and track progress of all required Business Requirements to ensure that deliverables are not compromised.
• Demonstrating the ability to facilitate and guide the completion of Business Analysis Artefacts, participate in the formulation of flexible Solution Designs, and produce Quality documentation.
• Constructively engaging with Business Stakeholders to ensure that customer requirements are understood and providing innovative thinking.
• Ensure that a structured work approach is adopted using quality, governance, and customer service as the top-of-mind business requirements practices.
• Ensure that thought leadership, guidance, direction, quality, and best practices are adopted in the eliciting of Business Requirements and or in the completion of business research. 
• Ensure that a consistent methodology and business requirements framework is adopted when interacting with all business and or technology partners in the formulation of business solutions.  
• Focus on outcomes-based deliverables and have an in- depth understanding of the Business Architecture and what attributes and business processes are to be considered during the eliciting of requirements.  
• Understanding IT dependencies and inter – dependencies ensuring that the end-to-end business value chain is not compromised.
• Understanding the IT landscape to ensure that solutions designed are not in conflict with the IT architecture

Closing Date    
2023/08/28