Job Description

Job Advert Summary

Who we are:

PPS Investments is part of the PPS Group, which for over 8 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 exists 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:

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

Minimum Requirements

Ideal experience:

3 - 5 years' experience within the financial services / LISP / Asset Management industry

Minimum 3 years proven people management experience

Knowledge of Investment Platform industry with understanding of all applicable regulations: FICA, FAIS, FSB subcategory 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

Ideal qualifications:

Relevant tertiary qualification or equivalent is essential - Bachelor's Degree or Diploma

Competencies and ideal personality attributes:

Leadership qualities

Accountability

Effective communication (written and verbal)

Analytical thinking

Client centricity

Building and maintaining relationships

Resilience

Team success

Results driven

Business acumen

Systems knowledge:

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

Duties and Responsibilities

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 optimal client experience

Positively influencing team morale, commitment and engagement

Effective performance management through setting and assessing team standards and in addressing non-adherence

Continuously assess people, processes and systems to identify areas for improvement and initiating change initiatives

Manage change regarding new products, legislation, processes etc.

Support reporting and business intelligence for the operations area, analysing data to build business reports

Build and maintain relationships with internal and external clients and stakeholders

Collaborate effectively with peers to achieve business results

Take up and resolve administrative and service issues that hinder good relations and issuing of business.

Effectively and efficiently manage and resolve escalations

Pro-actively identify operational risk


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.*