Careers

​Position: Junior Product Specialist

Closing Date: 15 November 2019

Department: Product Development

Reporting Line: Executive: Product Development

Location: Newlands, Cape Town

Purpose of the Job:

To support the Product Development Team with research, analysis and modeling of various investment products and services, both locally and globally. Ensuring that the PPS Investments product range is structured in a way that is relevant to client needs and appropriately positioned and priced compared to the industry.

The successful candidate will provide analytical support, have a strong knowledge base of product rules, general legislation understanding on investment products and taxation to support team with the decision-making forums.

High level responsibilities:

• Work closely with the Executive: Product Development and other Product Specialist to investigate and analyse product opportunities and product features for existing and new product suites
• Research and analysis of new product features and opportunities
• Assisting the product development team with research, data segmentation and generating content for use in presenting to business stakeholders in decision making forums.
• Responsible for driving certain smaller project strategies, new products or services from concept stage through design and ensure successfully roll-out to market
• Supporting internal departments with complex and technical queries relating to the product suite or queries/deliverables that are analytically complex

Main duties and responsibilities:

• Assisting the Executive: Product Development and Senior Product Specialist with all product-related matters and analysis
• Implementing and maintaining a structured process to review competitor products
• Preparing draft reports that can be used for internal decision-making and converted to distribution supporting information documents/reports
• Data segmentation to assist in identifying product and servicing opportunities
• Maintaining product specification documents for all existing and proposed products and check product-related marketing content for product accuracy before roll-out
• Participating in formative discussions with internal business departments and other external service providers on product matters
• Modelling of various investment structures for review of existing and design of new product structures
• Assisting with feasibility analysis on new product opportunities
• Providing support to business on any product related queries or complex analysis

Formal Qualifications:

• BCom/Bus Sci degree majoring in Statistics and/or Mathematics; other analytical focus will be considered

Experience and Knowledge:

• 3 to 5 years’ experience within a LISP, an Asset Manager or a Life Insurance company, with strong analytical skills and attention to detail
• 1 to 3 years’ product development experience within a LISP, an Asset Manager or a Life Insurance company

System Knowledge:

• Proficient in MS Office with strong MS Excel skills
• Applicable LISP administration systems

Key success measurement:

• Attention to detail, numerate and enjoys research and analysis, career-focused, fit with team.

Interpersonal and Intrapersonal Skills:

• Analytical and problem-solving ability
• Strong attention to detail
• Investigative nature to unpack complicated products
• Proactive and able to use initiative
• Clear thinker
• Self-starter with ability to multi-task
• Highly organised and efficient
• Evidence of being able to work collaboratively
• Team player

Why this role?

• Join a small focused team allowing for greater exposure and opportunity to all areas within product development team and investment business.

Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Preference will be given to Employment Equity candidates

Please apply via: http://pps.cloudrecruit.io/#/

​Position: Administration Consultant

Closing Date: 15 November 2019

Department: Operations

Reporting Line: Team Leader Operations

Location: Newlands, Cape Town

Purpose of the Job:

This role is responsible for the complete validation of client instructions and requests. The incumbent is a Validations Consultant, ensuring accurate and efficient processing of instructions whilst strengthening and maintaining relationships between clients /intermediaries and the Company. Working across the operations team to meet the standard service level agreements.

Main duties and responsibilities:

• Validation for all PPS Investments LISP and Asset Management offerings
• Processing applications for all product streams
• Coordination of Section 14 and 37 transfers
• Ensure that each intermediary is licensed to sell our Products
• Handling enquiries from client intermediaries and broader distribution force with first time resolution
• Maintenance of commission arrangements with intermediaries
• Management of documentation in respect of FICA & FAIS legislation and other regulatory requirements
• Ensuring our client and intermediaries comply with all regulatory requirements
• Updating client information on CRM
• Management of stakeholder relationships to ensure improved client experience
• Ensuring all client instructions are processed timeously and accurately
• Following up on all pending instructions
• Ensuring our clients comply with the prudent investment guidelines
• Managing allocated work allocated
• Responsible for ensuring that all client documentation is stored electronically as per company policy
• Prioritising all work allocated to administration and all client instructions within standard level agreements

Formal Qualifications:

• Matric qualification a minimum requirement
• Tertiary qualification advantageous

Experience and Knowledge:

• 1 – 2 years’ experience in an administration environment within financial services / LISP / Asset Management
• Relevant technical knowledge

System Knowledge:

• MS Office – intermediate level of MS Word & Excel
• Sales Logix or another comparable CRM application is an advantage

Key success measurement:

• Strong interpersonal skills with enthusiasm for dealing with clients to deliver the best experience and outcomes to them

Interpersonal and Intrapersonal Skills:

• Attention to detail
• Planning & organising
• Communication skills
• Client centricity
• Results-driven
• Team success
• Building and maintaining relationships
• Resilience
• Business acumen

Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Preference will be given to Employment Equity candidates

Please apply by sending your CV to: hr@pps.co.za

Position: Team Leader: Operations

Closing Date: 15 November 2019

Department: Operations

Reporting Line: Head of Retail Operations

Location: Newlands, Cape Town

Purpose of the Job:

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

Main 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 an optimal client experience
• Effective performance management through setting and assessing team standards and in addressing non-adherence
• Positively influencing team morale, commitment and engagement
• Continuously assessing people, processes and systems to identify areas for improvement and initiating change initiatives
• Managing change regarding new products, legislation, processes etc.
• Supporting reporting and business intelligence for the operations area, analysing data to build business reports
• Building and maintaining relationships with internal and external clients and stakeholders
• Collaborating effectively with peers to achieve business results
• Taking up and resolving administrative and service issues that hinder good relations and issuing of business
• Effectively and efficiently managing and resolving escalations
• Pro-actively identifying operational risk

Formal Qualifications:

• Minimum of Grade 12
• Relevant tertiary qualification or equivalent is preferable – Bachelor’s Degree or Diploma

Experience and Knowledge:

• 3 – 5 years’ experience within the Financial Services / LISP / Asset Management industry
• Minimum 3 years of proven people management experience
• Knowledge of the Investment Platform industry with an understanding of all applicable regulations: FICA, FAIS, FSB sub category 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

System Knowledge:

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

Key success measurement:

• Leading the team to achieve success through improved proficiency in delivery of tasks and excellent client experience
• Empowering the team with knowledge, learning and effective performance management
• Creating an environment to energize and motivate team to work co-operatively and competitively with others to achieve a common work-related goal

Interpersonal and Intrapersonal Skills:

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

Based on the nature of our business, honesty and integrity is an inherent requirement for our roles,

as the candidate will be exposed to financial transactions.

Preference will be given to Employment Equity candidates

Please apply via: http://pps.cloudrecruit.io/#/

​Position: Regional Business Development Manager                    

Closing Date: 15 November 2019

Department: Business Development

Reporting Line: National Business Development Manager

Location: Cape Town

Purpose of the Job:

The successful candidate will form part of the national PPS Investments sales team. Primary responsibilities will be the provision of investment specific support to financial intermediaries, as well as the management of the Cape Town based Investments Specialists.

Main duties and responsibilities:

• Managing a team of investment specialists, to a specific target within the region
• Positioning PPS Investments as the niche LISP for intermediaries in your region
• Delivering on a very specific flow targets for your region, including both LISP and all asset management capabilities
• Providing PPS Investments National BD Manager with detailed reporting on leads and opportunities per Investment Specialist and region
• Excellent client service, including proactive responses to intermediary needs
• Supplying 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
• One-on-one engagements presentations and around investments, from a 101 level to discussing the multi-management value proposition
• Regular formal report-backs to PPS Investments management

Formal Qualifications:

• Related tertiary commerce qualification(s)
• CFP and/or investments related honours degree an advantage
• RE5

Experience and Knowledge:

• At least 5 years’ proven track record and experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite
• Sales Management experience would be advantageous
• Discretionary Fund Manager’s and/or multi management experience would be advantageous

System Knowledge:

• MS Office – specifically a good understanding of both PowerPoint and Excel
• CRM experience
• Client database experience an advantage

Key success measurement:

• Proven track record of sales ability and ability to expand the PPS Investments business in the region by building long-term relationships with high net worth intermediaries.

Interpersonal and Intrapersonal Skills:

• Technical knowledge of investments, the investment industry & trends
• Demonstrable training delivery skills are essential
• Self-discipline to work unsupervised and to maintain CRM system
• Resilience and tenacity
• Strong presentation skills
• Relationship management – networking
• Communication - verbal & written
• Performance driven
• Innovative thinking and problem-solving

Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Preference will be given to Employment Equity candidates

Please apply via: http://pps.cloudrecruit.io/#/

​Position: Client Service Consultant                                       

Closing Date: 15 November 2019

Department: Operations – Contact Centre

Reporting Line: Team Leader: Client Services

Location: Newlands, Cape Town

Purpose of the Job:

To ensure that a high level of client service is provided to the investor 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.

Main duties and responsibilities:

• Providing client services to intermediaries / PPS Insurance distribution channels / Clients and broader distribution force relating to and within the financial services /LISP / Asset Management environment
• Handling all client queries and/or complaints (telephonic /written /social media) and resolving issues to completion in a timely manner
• Applying technical knowledge and understanding to secure an end to end finalisation of client requests
• Working across organisational boundaries to obtain outstanding information and clarify instructions received to improve client experience
• Evaluating problems regarding service issues and enquiries to determine their importance and urgency
• Performing investigations where necessary to facilitate problem resolution timeously
• Responsible for ensuring service excellence to clients /intermediaries remains within best business practice and standards
• Responsible for managing reputational risk ensuring compliance with regulatory requirement, procedures, service standards and complaints
• Promotion of PPS Investments technology offering and responsible for administration of client onboarding
• Remaining updated and informed on legislative and industry changes
• Responding to all enquiries in a professional and timely manner
• Liaising with administrator/admin support to provide best client experience
• Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs

Formal Qualifications:

• Grade 12
• Relevant tertiary qualification is an advantage

Experience and Knowledge:

• 1- 2 years’ experience in a client services environment within Financial Services / LISP/ Asset Management environment
• Excellent language skills (written & verbal) in English & Afrikaans – a third language would be an advantage

System Knowledge:

• MS Office – intermediate level of MS Work & Excel
• Sales Logix or another comparable CRM application is an advantage

Key success measurement:

• 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

Interpersonal and Intrapersonal Skills:

• Technical knowledge
• Client Centricity
• Communication skills
• Results-driven
• Building and maintaining relationships
• Planning and organising
• Attention to detail
• Resilience
• Business acumen
• Team success

Based on the nature of our business, honesty and integrity is an inherent requirement for our roles, as the candidate will be exposed to financial transactions.”

Preference will be given to Employment Equity candidates

Please apply by sending your CV to: hr@pps.co.za

Job Title: Development Life Specialist (3D)              

Closing Date: 15 November 2019

Reporting Line: Regional Sales Manager

Business Unit: Life Broker Services

Location: Johannesburg West

Purpose of the Job: 

PPS Life Broker Services has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow.  The Development Life Specialist must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.  The Development Life Specialist must be aware of and responsive to the needs and concerns of customers.  

Main duties and responsibilities: 

• 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 intermediary operations
• Plan, organise and control liaisons with intermediaries and their managers
• Ensure continuous improvement of service standards to clients
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices 

Formal Qualifications: 

• Matric 
• A three year or higher bachelor's degree, national diploma or a completed NQF 5 – Wealth Management
• RFP 3 would be advantageous 

Knowledge and Experience: 

• At least 2 years' experience in the financial services or Life Assurance industry in a sales and/or service related role
• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge and skill of how to successfully influence and persuade others by understanding their individual needs and motivations  

Computer Literacy: 

• MS Office package, particularly Internet, Outlook and Excel 

Interpersonal and Intrapersonal Skills: 

• Relating to customers             
• Written Communication                      
• Verbal Communication
• Quality Orientated                       
• Reliable                                               
• Customer Focused
• Resilient
• Results-driven  

Preference will be given to Employment Equity candidates

Please send your applications to recruitment@pps.co.za