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PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals.
PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means that it exists solely for the benefit of its members. Thus, ...
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Minimum Requirements
- Grade 12 certificate
- 3-year Tertiary Qualification in any related field.
- A minimum of 3 years’ experience in Medical Scheme administration
- Sound knowledge of PPSHA Processes, ISO and other related legislation
- Good interpersonal skills and ability to interact with people at all levels
- Computer literacy
Duties and Responsibilities
- Establishing a coaching relationship with each assigned coachee in order to facilitate a productive working relationship.
- Identifying and analyzing areas for coaching in order to assist the development of coaches.
- Establishing coaching goals and corrective/development action emanating from DPS’s/performance appraisals/quality assurance in order to ensure that coachees reach the required standard.
- Provide on the job training to coachees as required
- Do real-time quality assessments with coachees.
- Communicating feedback to coachees during GROW sessions on quality assurance matters using the Administration system/prescribed quality evaluation forms/published reports/voice recorder in order to maintain a high quality of work in the group.
- Liaising with coaches from other groups on a regular basis in order to resolve queries/maintain SLA’s and to build a positive working relationship between various groups.
- Ensuring constant feedback on progress to consultants by regularly updating them on their quality stats
- Maintaining service level agreements for all assigned processes
- Behave in alignment with the PPSHA values
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Minimum Requirements
Education:
- Grade 12 essential
- Degree in HR Management/Industrial Psychology
Experience
- Experience in HR environment minimum 2 years essential.
- Solid understanding of the employee lifecycle (Employee relations, recruitment, performance management, talent management)
- Through understanding and working on HR Information Systems
- HR analytics and strong reporting skills
- HR knowledge and expertise essential
- HR strategy execution
- Policies and Procedures
- Business Writing
- MS Office
Knowledge and Skills:
- Excellent interpersonal skills.
- Superb communication skills honed-in advisory roles.
- Ability to represent the Human Capital function as part of the bigger business picture
- Ability to advice and support managers on all aspects of people management and development.
- Capability to interact with people at all levels.
- Good planning and organising skills.
- Excellent time management and the ability to prioritise.
- Good problem-solving abilities and the capability to make good decisions.
- Strong administrative skills such as record keeping and updating of files.
- Must be able to give guidance and input at departmental level.
- Ability to speak in public and give presentations.
- Ability to drive change.
- Ability to multitask.
- Must have strong communication skills.
- Must be computer literate (MS Office and Medical Administration system).
- Strong understanding of applicable legislation.
- A professional and commercial approach to HR, with the ability to deliver high employee satisfaction, appropriate development and reward for individuals
Duties and Responsibilities
Day to Day Operational Focus
Administrative Expert:
- Creates and delivers effective and efficient HR processes and services in line with business needs
- Manages people and HR related costs through effective recruitment practices, meeting of departmental SLA’s
- Ensures external and internal customer focus
- Assists in managing talent acquisition strategies
- Applies information technology to rapidly deliver quality HR products and services
Employee Champion:
- Implements the overall annual and long-term HR strategies through actions that enhance the human capital contribution
- Helps build workforce commitment through strong relationship building
- Ensures fair, ethical and equitable people process and practices
- Voice of the employee process: Using the employee engagement sessions and culture survey to assess the total impact of the employee-employer relationship with the aim of acting upon these concerns and improving the work relationship, business processes and overall creating an inclusive, productive work environment.
Strategic Focus
Change Agent:
- Understanding the organisational culture to address what is effective and what is ineffective
- Embedding change management practices within the organisation
- Assists line managers to lead and facilitate change
- Assists line managers in solving organisation, people and change -related issues
- Acts as a consultant in organisational effectiveness
- Enhances management development
- Assists in managing workforce planning and workforce development
- Customer centric
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Minimum Requirements
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.
Competencies:
- Strong attention to detail.
- Ability to work independently and be proactive.
- Very organized with a strong administration background.
- Excellent communication skills – verbal and written.
- Reliable and dependable.
- Passionate, ambitious, and energetic.
- Friendly and professional.
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.
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 investments related honours degree will be an advantage.
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.
Computer Literacy:
- MS Office package, particularly Internet, Outlook, Excel and Power Point.
- CRM experience.
- Client database experience an advantage.
Interpersonal and Intrapersonal Skills:
- Relating to Customers.
- Excellent communication skills.
- Quality Orientated.
- Reliable.
- Customer Focused.
- Resilient.
- Results Driven.
- Service driven professional with a strong need for financial independence.
- Demonstrable training delivery skills are essential.
- Self-discipline to work unsupervised and to maintain CRM system.
- Strong presentation skills.
- Relationship management – networking.
- Communication - verbal & written.
- Performance driven.
- Innovative thinking and problem-solving
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.
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 investments related honours degree will be an advantage.
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.
Computer Literacy:
- MS Office package, particularly Internet, Outlook, Excel and Power Point.
- CRM experience.
- Client database experience an advantage.
Interpersonal and Intrapersonal Skills:
- Relating to Customers.
- Excellent communication skills.
- Quality Orientated.
- Reliable.
- Customer Focused.
- Resilient.
- Results Driven.
- Service driven professional with a strong need for financial independence.
- Demonstrable training delivery skills are essential.
- Self-discipline to work unsupervised and to maintain CRM system.
- Strong presentation skills.
- Relationship management – networking.
- Communication - verbal & written.
- Performance driven.
- Innovative thinking and problem-solving
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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Minimum Requirements
Knowledge, Skills and Experience:
- NQF 7 Relevant Business Degree.
- Actuarial qualification will be advantageous.
- Postgraduate studies or studying towards one will be preferrable.
- Basic modelling skills preferred and an understanding of product structure.
- Minimum 5 - 7 years marketing, product/technical marketing or sales experience.
- Ability to analyse data to inform business strategy and identify opportunities.
- Exceptionally detail oriented and ability to anticipate gaps/roadblocks .
- Research and Analytics experience advantageous.
- Analysing, writing and reporting.
- Good communication, creative and presentation skills.
- Insurance knowledge and experience essential.
Duties and Responsibilities
Research:
- Initiate and manage product and value proposition research to ensure sustainability and future growth of business.
- Survey and gather data the competitor environment and produce in-depth product comparisons.
- Produce objective industry analysis and market insights reports.Gather marketing intelligence from sales staff and Intermediaries.
- Synthesise all internal and external stakeholder inputs and analysis outputs to elaborate and influence product and process design and enhancements.
- Produce market insights reports.
Technical Marketing:
- Thorough understanding of product structure, features and benefits and ability to identify key differentiators.
- Support product development and R&D decision making through market and distribution insights.
- Produce objective industry analysis and market insights that will contribute to product enhancements and identify new opportunities.
- Communicate product features, benefits and how they translate into meeting member and customer needs on all platforms.
- Develop compelling content and sales toolkits for distribution and business.
- Have a deep understanding of systems and products and they are interlinked.
- Develop go-to-market strategy/plan for product launches and prepare relevant material and related activities.
- Co-ordinating stakeholder analysis to understand needs, attitudes and behaviours of distribution the various distribution channels; marketing and communications, to develop positioning and messaging of products and value proposition.
- Sales enablement – ensure the distribution channels clearly understand and are able to articulate product positioning and differentiators and deliver tools that support sales
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Minimum Requirements
Formal Qualifications:
- A bachelor’s degree is essential and an Honours degree and PPS membership would be preferable.
- Certified Finance Planner would be advantageous.
Experience:
- At least 3-4 years Sales Management experience in sales and distribution within the Financial Services or similar environment.
- 3 to 5 years’ experience in Insurance product sales or advice .
- Proven track record in people management and leading a sales team.
- Proven track record in achieving sales targets.
- The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets.
Knowledge:
- Knowledge and understanding of the dynamics of the graduate professional client market
- Knowledge of best practise in financial services.
- Knowledge and understanding of the financial drivers of a sales and distribution model with specific reference to sales capacity, production margin and acquisition costs and how these drives impact on the value of new business as a contributor to the success.
- Knowledge of life insurance products.
- Working knowledge of TCF and the need for consistency in advice and service delivery across the channel to mitigate against reputational ad miss-selling risk.
Interpersonal & Intrapersonal Skills:
- Strong commitment to results.
- Strong Sense of urgency for goal achievement.
- Ability to delegate authority.
- People/relationships focus.
- Persuasive “selling” style.
- Stimulating communicator.
- Cooperative, collaborative decision-making ability.
- Ability to inspire / motivate others, and engage their commitment.
- Ability to work in a fast-paced environment.
- Ability to run multiple projects simultaneously.
Duties and Responsibilities
Be responsible for the following, as well as to build, train and develop a team of quality Broker Consultants & Investment Specialists who will be expected to:
- Identify, recruit, train and license Financial Advisers (advisers).
- Vest advisers in the professional marketplace.
- Agree on targets and service levels with advisers.
- Support and service advisers in their sales efforts by preparing quotes, Statements of Benefits and other relevant supporting information.
- Provide constant communication and feedback to advisers relating to all aspects of adviser operations.
- Identify, open and cultivate new sources of PPS members.
- Establish, build and maintain business relationships with Key Stakeholders and Office bearers at University.
- Establish and Maintain a high level of exposure, presence, communication and activity at University among all levels of Office bearers, and students.
- Arrange, co-ordinate and support all sales campaigns and activities by PPS at University.
- Monitor the flow of and resolve any problems relating to the successful submissions of application forms for PPS Benefits.
- Coordinate and facilitate presentations to PPS and prospective members.
- Plan, organize and control liaisons with advisers, their managers as well as university contacts.
- Growth of the team will be dependent on performance and sound business and financial reasoning.
- Grow new intermediary relationships in order to build PPS Membership.
- Take responsibility for growing investment gross flows, premium income and member numbers.
- Manage a budget and expenditure and logistics of a decentralized office
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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
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.
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Minimum Requirements
Education:
Experience:
- At least 10-12 years post article experience
- Management experience (5+ years)
- Industry experience (10+ years)
- Work non-standard business hours from time to time.
- Financial/Administration experience
- Experience in the development and enhancement of current business processes.
- Working knowledge of IFRS.
Competencies:
- The candidate must have an ability to identify automation opportunities and therefore an understanding of how the operations finance systems is functioning.
- Must consistently meet deadlines.
- Must be able to manage and engage with larger teams.
- Good stakeholder management.
- Complex problem solving
- Adapting and responding to change
- Innovation and Forward Thinking
- Persuading and Influencing
- Deciding and Initiating Action
Duties and Responsibilities
Monthly reporting
- Ultimate responsibility for the completeness and accuracy of the Policy administration system trial balance for PPS Insurance and PPS Namibia.
- Improve and monitor day-to-day operational finance systems and processes and ensure the monthly reporting for all financial processes reporting (cash Books, bank accounts and payment processes, cash control accounts, insurance receivables and payables) is done accurately and completely.
- Review of monthly reconciliations.
- Review of IFRS17 submissions and responsible for all further requirements.
- Responsible for all other Group Finance regulatory reporting requirements.
Claims and Exit payments to members.
- Responsible / oversight for processes and managers heading up the relevant areas, ensure key performance indicators (KPIs) are in place and targets and service level requirements are met.
- Specifically, regarding Exit payments - oversight of key business processes such as the complex calculation and settlement of Exit benefits. Driving the automation and simplification of processes specifically regarding this area.
- Supports the Head – Operational Finance in the development of financial and budgetary plans.
- Overall responsibility for the staff management of these areas.
Risk, Compliance and Governance
- Ensures compliance of all Operational Finance services to the defined Security, Risk and Governance frameworks of PPS.
- Maintain and continuously improve policies, standards and procedures to ensure demonstrable regulatory and legal control for all information and risk for the organisation from an Operational Finance perspective.
- Maintain the Operational Finance risk register, contribute results to corporate dashboard submitted to the Audit and Risk Committees of PPS (Together with Head – Operational Finance & Group Risk Function).
- Complete Operational Finance risk assessments and escalate key issues (where necessary) to the Head – Operational Finance.
Stakeholder management
- Liaising across the subsidiaries, participating in real-time online conversations by answering questions, offering solutions, mediating conversations, and developing an Operational Finance team for this purpose.
- Supporting the larger Operations areas in a technical and financial capacity where required.
People Leadership and Culture
- Provide team leadership ensuring the effective implementation of strategy through leadership of the management team (setting individual objectives, managing performance, developing and motivating team members, provision of formal and informal feedback and appraisal) in order to ensure that the highest level of performance is achieved.
- Mentor team members as needed or required; conducts peer review of key deliverables.
- Creates an environment where people are encouraged to take ownership and use their initiative to find the best way of implementing plans.
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 investments related honours degree will be an advantage.
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.
Computer Literacy:
- MS Office package, particularly Internet, Outlook, Excel and Power Point.
- CRM experience.
- Client database experience an advantage.
Interpersonal and Intrapersonal Skills:
- Relating to Customers.
- Excellent communication skills.
- Quality Orientated.
- Reliable.
- Customer Focused.
- Resilient.
- Results Driven.
- Service driven professional with a strong need for financial independence.
- Demonstrable training delivery skills are essential.
- Self-discipline to work unsupervised and to maintain CRM system.
- Strong presentation skills.
- Relationship management – networking.
- Communication - verbal & written.
- Performance driven.
- Innovative thinking and problem-solving
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.
go to method of application »
Minimum Requirements
Ideal experience:
- >8 years of experience within the investment industry
- At least 5 years proven experience as a marketing manager or specialist, ideally in an investment focused financial services company
- Experience within an investment platform and/ or asset manager will be advantageous
Ideal qualifications:
- Relevant qualification in investments, marketing, and brand strategy
Key attributes:
- Proven track record of brand and marketing strategy and implementation
- Ability to determine what success looks like and identify steps to get there
- Team player able to participate and contribute to activities beyond primary role
- Confident enough to liaise with Executive team to drive the brand and marketing strategy
Competencies and ideal personality attributes:
- Strong brand and marketing skills
- Development of creative briefs
- Attention to detail
- Excellent communication and presentation skills (written and verbal)
- Strong interpersonal skills with ability to interact at all levels
- Effective networking skills and the ability to build professional relationships with a wide range of external and internal stakeholders
- Self-starter and energetic
- Proactive and innovative
- Influence and persuasive skills
- Decision-making ability
- Results focused
- Flexible and willing to adapt
- Project management skills
- Willing to take direction and able to work independently, demonstrating initiative.
- Excellent time management skills
- The ability to thrive under pressure and meet tight deadlines
Duties and Responsibilities
Brand and Marketing Management
- Develop and execute the PPS Investments Brand and Marketing strategy and implementation plans for the next growth phase of the business
- Elevate the Investment Platform and Asset Management brand and capabilities in the retail and institutional (Fund of Fund, DFM) market
- Ensure the PPS Investments brand and marketing strategy is integrated with the PPS Group strategy and leverages group synergies
- Use market research and analysis to direct marketing strategy and planning
- Build strategic relationships and partner with key stakeholders internally and externally
- Creation and publication of all marketing material in line with marketing strategy and plans and oversee and approve marketing material produced by team and agencies
- Report, monitor and analyze marketing and brand activities to determine success and continually enhance our approach to drive the growth and profitability of the overall business.
- Development and monitoring of the Marketing budget
Digital Marketing
- Develop and execute campaigns, email communications and content marketing
- Ensure the PPS Investments website(s) remain supports our next growth phase and elevates the Investment Platform and Asset Management brand and capabilities
Event Management
- Intermediary, investor and staff event conceptualization and implementation (physical and virtual)
Campaigns
- Propose, plan and implement marketing campaigns, with ownership from conception to execution.
- Define the success metrics for campaigns and use them to determine campaign effectiveness and learnings for future campaigns
Team Management
- Support and develop Marketing Specialist
Method of Application
Use the link(s) below to apply on company website.
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