Job Description

Job Advert Summary

Who we are:

PPS Investments is part of the PPS Group, which for over eight decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.



PPS Investments exist to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

Purpose of the job:

This role is responsible for service delivery to a select group of financial advisers and maximizing their experience through setting and maintaining exceptional service standards. The incumbent is a specialist dealing with financial advisers and their client queries and/or complaints, exception reporting and providing an excellent service offering. Understanding the financial advisers' preferred way of working as well as their practice management to drive mutual revenue growth that includes our business is a key part of this role.

Minimum Requirements

Ideal experience:

2-3 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 / client relationship management / client correspondence / MIS and reporting advantageous

Ideal qualifications:

Bachelor's degree in commerce related field essential

CFP or studying towards one would be an advantage

Competencies & ideal personality attributes:

Client Centricity

Communication skills (written and verbal)

Business writing skills

Building and maintaining relationships

Planning and organizing

Attention to detail

Resilience

Team success

Results driven

Business acumen

Systems knowledge:

MS Office with a CRM system exposure as an advantage

Duties and Responsibilities

Financial Adviser support and service

Build strong working, personalised business relationships with financial advisers, key individuals and their practice

Establish and enhance best practices to support the financial adviser and their practice

Identify opportunities to present PPS products that are relevant to their client base

Partner with the Investment Specialist to identify a sustainable Sales strategy tailored to the financial adviser(s)

Monitor flows for upselling and retention opportunities.

Handle all 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 finalisation of financial adviser and their client's requests

Working across organisational boundaries to obtain outstanding information and clarify instructions received to enhance their experience

Proactively identify potential problems that will strain the business relationship with the financial adviser or their clients.

Address any real-time problems regarding service issues and enquiries to resolve them swiftly.

Responsible for managing reputational risk ensuring compliance with regulatory requirements, procedures, service standards and complaints

Promotion of PPS Investments technology offering and responsible for an adoption rate >95%

Remain updated and informed on legislative and industry changes

Technical understanding of all PPS Investments products and business processes and the ability to apply that understanding to daily outputs

Meet with the Financial Adviser regularly to align strategic objectives of the Niche offering to their business

Reporting and investigating

Identifying and resolving any delays to investing client funds.

Daily, weekly and monthly flows reporting

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


You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your employment application with PPS including any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.*
Based on the nature of our business, honesty and integrity are inherent requirements for our roles.*
All appointments are made in line with the Company's Employment Equity targets.*