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.
