Current Vacancies at PPS

Job Advert Summary    

• Preparation of Group Management Accounts, Group Consolidation and coordinating Group Budgets. Preparing the Group and certain Subsidiary Annual Financial Statements in line with IFRS.
• The monthly processing and reporting of financial transactions of FS4P (Pty) Ltd and Advisory businesses.
• Reporting to the Senior manager: Finance, the incumbent is responsible for preparing monthly management accounts, reconciling and commentary of financial information for the Group and various subsidiaries. Incumbent is the owner of the BI tool for reporting. 

Minimum Requirements    
Qualification:

• CA (SA) from ‘Big 4 firm’. Some post-articles experience would be an advantage.
• Previous experience in an Insurance company would be an advantage.

Knowledge & Experience:

• Knowledge of the insurance industry an advantage.
• Good technical knowledge of IFRS.
• IFRS17 knowledge an advantage.
• Consolidations knowledge an advantage
• Proven track record of being involved in the preparation or audit of Annual Financial Statements.

Strategic Orientation:

• This role gives technical input into Accounting for all entities.
• Responsible for preparation of key management reports to the Exco and Board.
• Key person ensuring reporting is accurate, timely and of a high standard.
• Responsible for preparation of General Ledger items and reconciliation.
• Key person ensuring control environment is sound regarding Financial Reporting.

Communication: 

• Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences, including senior management/executives.
• Expresses opinions, information and key points of view clearly and assertively
• Is confident in conceptualising, building and presenting plans  related to presentations.
• Anticipates and responds promptly and appropriately to the needs, reactions and feedback of various  stakeholders internally and externally.

Commercial Acumen:

• Able to prioritise and work under pressure.
• Able to meet strict deadlines.
• Ability to gain an understanding of the various group companies, analyse reports / data, and ask informed questions.
• Managing process and people to meet strategic objectives.

Computer Literacy:

• Is adept in the use of the latest MS Office package, particularly Excel, Word and Power-point.
• Exposure to various software solutions.
• Knowledge of CPM and Great Plains an advantage.

Interpersonal and Intrapersonal Skills:

• Confident.
• Self-starter.
• Persuasive and influential.
• Good project management skills.
• Good networking skills.
• Good at multi-tasking.
• Good presentation skills.
• Manages expectations.
• Self-aware.
• Professional.
• Responsible & accountable.
• Attention to detail.
• Hard working.
• A person who delivers.

Duties and Responsibilities    
Processing:

• Processing transactions in the General Ledger system including Reinsurance, Expenses, provisions and other.
• Responsible for the invoicing and monitoring of payments between company and suppliers.
• Managing the recoverability of reinsurance claims from reinsurers with the actuarial department.

Reconciling:

• Reconciling all balance sheet accounts to third party documentation.
• Resolving outstanding issues timeously.

Management Reporting:
Coordination and Preparation of monthly management accounts for group and various subsidiaries for Exco. This includes:

• Completion of consolidation workings and up-load into reporting system
• Reconciling / proof of various key balances 
• Preparation of I/S, KPIs, review and updating of commentary for Exco Finance report and various subsidiaries.
• Preparation of key graphs.

Preparation of quarterly board reports for group and various entities.

• Analysis and commentary on variances in Income and expenses

Statutory reporting:

Preparation of Group Annual Financial Statements (IFRS) including liaison with  auditors, subsidiaries and printers. This includes:

• Preparation and coordination of working packs for the Group and all subsidiaries
• Reconciliation of all numbers to reporting system 
• Updating of financial and non-financial information for Integrated AFS
• Preparation of Subsidiaries’ Annual Financial Statements (IFRS) .
• Attending to audit queries of Subsidiaries.
• Preparation of Solvency test where applicable.

System Administrator:

• System administrator: CPM (Financial Reporting system/tool) 

Budget (Group):

• Preparation of various budget presentations (exco, boards) of subsidiaries for PPS Insurance and Holding Trust Boards.
• Preparation and distribution of all Budget instructions to Group.
• Managing CPM access/users and coordinating capturing on System, and the administration thereof, by cost centres.
• Preparation of variance reports analysis for budget meetings.
• Budget and forecast consolidation entries for Group.
• Commentary on presentations for Subsidiaries and Group

Budgeting (Subsidiaries):

• Overseeing and managing the budget process for all entities within responsibility.
• Input of budgets for central costs and revenues for all entities.
• Review of budgets and obtain a sound knowledge of what is driving income and expenses.
• Preparing budget presentations for Exco and Board budget meetings. 

IFRS:

• Analysis of the effect of new IFRS standards on Group reporting / AFS.
• Give input on new transactions or standards impact for Audit committee papers where required. 

Closing Date    
2023/08/11

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Job Advert Summary    

• To ensure that a high level of Client Services is provided to the Clients, Financial Adviser and business partners who interact with PPS Investments. The incumbent is a specialist who develops and nurtures a deep understanding of all PPS Investment processes and systems to identify opportunities to improve our servicing standards. Our Client Relationship Manager (CRM) will engage and partner with various internal and external business units to resolve any client or financial adviser query. Our CRM must display a willingness to resolve any query to serve the business, our Clients and Financial Advisers.

Minimum Requirements    
Ideal qualifications:

• Bachelor’s Degree or Diploma - Business Management / Economics / Investments or similar essential
• Knowledge of financial services industry; investments /LISP/ Asset Management environment
• Knowledge on all applicable legislation (e.g., FICA/FAIS, FATCA, TCF, POPIA etc.)
• Knowledge and experience in operations/client services / contact centre environment
• Analytical, statistical and complaints handling experience 

Ideal experience:

• 3 - 4 years’ experience in a similar role is essential
• Experience within Client Services and Operations environment within the financial services/ LISP/ Asset Management environment is advantageous

Systems knowledge:

• Systems knowledge on MS Office:
• Excellent knowledge in MS Excel, MS Word, and MS Teams
• Proficient in Power BI, Flexcube, Visio (or similar)
• Fully competent in a CRM system 

Duties and Responsibilities    

• The CRM will be responsible for dealing with all errors and complaints received in any form via our omni channels.
• This role is responsible for service recovery and delivery to reinforce trust, confidence and satisfaction through exceptional service interventions.
• Responsible for ensuring that service excellence to Clients and Financial Advisers remains within best business practice and standards.
• Provide service support to Senior Management.
• Provide service support to internal and external clients or stakeholders relating to and within the financial services /LISP/Asset Management environment.
• Handle all Escalated client queries, errors and/or complaints.
• Performing causal analyses and resolving issues within agreed Service Level Agreements.
• Applying technical knowledge and understanding to secure an end-to-end finalisation of queries.
• Performing investigations where necessary to facilitate problem resolution timeously.
• Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
• Responsible for managing reputational and financial risk and ensuring compliance with regulatory requirements, procedures and service standards.
• Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.
• Benchmark our standards and performance against industry.
• Work with Team Leaders, Skills Coaches, Learning and Development, Business Development and Product Development to support learning objectives of respective departments; to identify and support training interventions and fill learning gaps.
• Collaborate effectively across business units, Build and maintain relationships with internal and external clients and stakeholders to achieve business results.
• Driving the resolution of unreconciled finance items.
• Weekly and monthly reporting (e.g., Complaints, Errors, trends) - Conduct forums to give feedback on trends.
• Identify efficiencies, recommend changes and enhancements, drive implementation, and monitor success thereof

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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 incumbent is a Registrations Consultant dealing with all incoming instructions and enquiries and ensuring requests are logged within agreed timeframes. Ensuring the accuracy of data whilst effectively and efficiently distributing instructions across the team. Working across the operations team to meet the standard service level agreements.

Minimum Requirements    

• Bachelor’s Degree in commerce or related field essential. 
• 1 year’s financial services; investments / LISP/ asset management industry knowledge or experience would be an advantage.
• MS Office – intermediate level of MS Word & Excel

Duties and Responsibilities    

• Indexing of instructions and queries received. 
• Capture information received accurately. 
• Monitor, control and keep all mailboxes up to date daily. 
• Effectively and efficiently distributing work through to the operations team within  agreed turnaround timelines. 
• Responding to all enquiries in a professional and timely manner. 
• Liaising with the operations team. 
• Technical understanding of the PPSI Product suite offerings and the ability. 
• To apply that understanding to daily outputs and data capturing.