PPS Vacancies

To apply, click on the link at the end of the posts and all the best with your applications

Release Train Engineer

Closing Date
2025/04/07
Reference Number
PPS250328-9
Job Type Permanent
Job Title Release Train Engineer
Business Unit PPS InsCo
Department Group IT
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg, Parktown
Job Advert Summary
The Release Train Engineer (RTE) has primary purpose of supporting and coaching Agile Teams in an Agile Release Train (ART) by steering them to success and navigating the complexity of delivering software in large, cross-functional environments. The RTE helps resolve and escalate impediments, manages risk, helps assure value delivery, and drives program level continuous improvement. The RTE is accountable for the overall planning, coordination, execution, and delivery of value through the program.

Minimum Requirements
Education:

Bachelor’s Degree in Computer Science, Information Science or Commerce or related discipline with an information technology focus, or equivalent.
Required Certifications:

Certified SAFe Agile Scrum Master (SASM) certification or equivalent.
SAFe Certified Release Train Engineer certification or equivalent
Desired Certifications

SAFe Program Consultant (SPC4 or SPC5) certification or equivalent
Certified Scrum Professional (CSP) certification or equivalent.
Project Management Institute – Agile Certified Professional or equivalent
Experience:

3 – 5 years progressive work-related experience with demonstrated proficiency in multiple disciplines / technologies / processes related to the position as well as 3 year managing teams and / or significant complex projects.
Proven, prior experience as Release Train Engineer for long lived value streams and Products.
Knowledge and Skills

Demonstrated Release Train Engineer experience in organizing, planning and executing large-scale projects from conception through implementation.
Experience coordinating multiple teams in a technology environment.
Ability to work in multi-disciplinary teams.
Broad range of program management and leadership skills required.
Proven ability to balance concurrent activities.
Strong knowledge and experience in software development in an Agile environment.
Duties and Responsibilities
Facilitate the coordinated preparation and execution of release planning for the Agile Teams in the Agile Release Train (ART). This includes:
Working with the ART team who prioritizes the features to be considered in the next increment (PI) planning cycle.
Facilitating the ART team’s refinement of features to be considered in the next PI planning cycle to meet the Feature Definition of Ready.
Assists the ART in communication and coordination with stakeholders and customers during feature definition and delivery.
Managing change to the ART’s PI plan and the impacts of those changes.
Exhibit Servant Leadership:
Working with the leadership team to create and foster a culture of self-managing teams that focuses on collective team ownership of goals and outcomes
Support team’s commitments, support their problem solving and decision making
Provide regular and open communication across the program and stakeholders for transparency and awareness of progress and impediments.
Encourage collaboration between teams, Product Management and System Architects.
Drive delivery and continuous improvement by utilizing feedback and metrics (quality, delivery rate, etc.) to identify areas of opportunity.
Align strategy with execution to enhance business agility by:
Working with Lean Portfolio Management to help ensure teams are working towards planned outcomes
that the schedule of the program is realistic and at a sustainable pace
and that teams work in adherence to the guardrails of Lean Budgets
Lead, drive and support the transformation, through agile teams, by:
Providing expertise on agile principles and practices to accelerate adoption
Providing feedback for continuous improvements through agile thinking
Engage leaders to aid in the understanding and application of the agile ways of working within the organisation
Participate with management and cross-functional teams as subject matter expert to develop and improve operating policies and procedures related to Scaled Agile Framework (SAFe) and be an advocate in adopting Agile and SAFe best practices and processes.
Develop / modify processes, policies, and procedures to facilitate the working relationship between Information Technology and its business functions / partners.
Coach leaders, teams, and Scrum Masters in Lean-Agile practices and mindsets
Lead and facilitate community of practice conversations to share information and knowledge with the agile community in the organisation

Short Term Insurance Management Information Analyst

Closing Date
2025/04/04
Reference Number
PPS250328-8
Job Type Permanent
Job Title Short Term Insurance Management Information Analyst
Business Unit PPS Short-Term Insurance
Department Short-Term Insurance
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Parktown
Job Advert Summary
To develop, produce and deliver regular and ad hoc management information to aid business decision making.

Competencies:

· Excellent communication skills (written and verbal)

· High level of accuracy and attention to detail

· Ability to Influence and use initiative to drive targets

· Analytical Thinker

· Collaborative

· Sense of urgency & ability to work in a pressurized environment

· Results & Learning orientation

· Self-starter

Minimum Requirements
Qualifications:

· Information Technology, Data Science or Statistical Qualification

Knowledge and Skills:

· 1 to 3 years of experience in customer data and information lifecycle with an understanding of BI technologies and practices

· Is adept in the use of the latest MS Office package, particularly Excel, Word and proven experience of developing and delivering clear, accurate and relevant reports to aid decision making.

· Strong IT skills are required in Microsoft applications, particularly Excel and PowerBI.

· Experience in using SQL (Structured Query Language) will be advantageous.

· Experience in using R will be advantageous.

Duties and Responsibilities
· Data collection, design, distribution and on-going development of MI reporting

· Conduct structured data gathering, research and analysis

· Analyse and interpret data to highlight discrepancies

· Conduct research using primary data sources and select information needed for the analysis of key themes and trends

· Maintain intimate and continued knowledge of project’s status

· Maintain process and database for production of MI/issue tracking, losses, risk factors and controls as required

· Maintains professional and technical knowledge

· Maintaining expected productivity and customer satisfaction goals

· Responsibility for the integrity of data presented in all reports

· Carry out regular reviews and audits of the data to ensure it is accurate and significant to the recipient

· Ensuring all MI activity is undertaken in accordance with standards

· Execution all required processes on time and within agreed SLAs

· Support the delivery of appropriate objectives to achieve vision and strategy

· Identifying opportunities for improvement to enable business benefits report automation, de-duplication, visual improvement

· Continuously review the way processes work to identify ways to increase efficiency and reduce costs

· Play a strong role in delivering an effective risk and control environment

· Create new reporting models which combine and summarise data from multiple sources using Excel and other reporting tools.

· Provide interpretation and guidance for users of information to add value to decision making.

· Measure, analyse and interpret trends to use data to extract quantifiable insights from past trends and current conditions that increase profitability and improve efficiency

· Turn data into knowledge to enable and improve key business processes.

· Design and creation of reporting templates and models for operations, technical and financial etc.

· Manage relationships with internal and external stakeholders to ensure consistent, accurate, aligned and valid data is available

Short Term Actuarial Analyst

Closing Date
2025/04/04
Reference Number
PPS250328-7
Job Type Permanent
Job Title Short Term Actuarial Analyst
Business Unit PPS Short-Term Insurance
Department Short Term insurance
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Parktown
Job Advert Summary
To assist with a wide range of actuarial activities within the short-term insurance business. This is a unique and exciting opportunity to be involved in all actuarial areas of a short-term insurance company.

Minimum Requirements
Qualifications:

· Degree in Actuarial Science.

· Actuarial Student making good progress with their actuarial examinations.

Experience:

· 1 – 3 years

· Knowledge of the Short-Term Insurance Industry and/or a willingness to learn

· R or Python experience will be an advantage

· Short-term insurance or other analytical actuarial work experience

· SQL knowledge would be of benefit

· Experience with any modelling software will also be beneficial

· Strong technical and problem-solving skills

· MS Office skills

Duties and Responsibilities
· Assist in the maintenance and updating of rating models for Personal and Commercial Lines.

· Profitability and experience analyses.

· Providing assistance in the calculation of capital and technical provisions.

· Providing assistance in SAM implementation across Pillar I, II and III.

· Assist with the compilation of monthly management and experience reports.

· Analysis of data for business purposes.

· Developing solutions for business challenges.

· Develop and maintain strong processes and working relationships with various stakeholders in the company and the wider Group.

· Perform any ad hoc actuarial requests and special investigations.

Operations Consultant (Fixed-Term Contract)

Closing Date
2025/04/04
Reference Number
PPS250328-6
Job Type Temporary
Job Title Operations Consultant (Fixed-Term Contract)
Business Unit PPS InsCo
Department Life Operations
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Parktown
Job Advert Summary
A member of the PPS Life Operational and Digital reporting to the Team Manager: Intermediary Services.

The successful candidate will be responsible for all the technical administration in the FICA department, quality assurance and process control implementation and monitoring to ensure company adheres to the Financial Intelligence Centre Act (FICA) regulations. Verify process and system control, assess outlying information for verifying customer identities, monitoring transactions for suspicious activity, and reporting potential money laundering or terrorist financing risks via the process documented in our RMCP.

This role would be ideal for someone with attention to detail, focus and good investigation skills, great with people, excellent communication skills and a team player. This will include working across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve investigations from start to end. They will be required to make decisions within their mandate and execute a higher quality of service combined with increased quantity as per the performance contract.

Will entail shift work (between 7am & 7pm weekdays and on Saturdays)

Minimum Requirements
Education:

Degree in Operational Risk Management/Compliance/Legal is preferred.
Experience:

2 to 3 years of experience in the policy administration environment would be beneficial. Sound and in-depth understanding of the FICA process.
Compliance monitoring experience would be beneficial to assist with telephonic enquiries.
Knowledge and Skills:
Knowledge of Financial institutions
Computer Literate (MS Office Package)
Have excellent administration skill.
Display attention to detail and analytical skills.
Have strong organisational skills.
FAIS and FICA knowledge.
Knowledge and Skills:

Knowledge of Financial institutions
FAIS and FICA knowledge.
Computer Literate (MS Office Package).
Have excellent administration skill.
Display attention to detail and analytical skills.
Strong sense of commitment to the organization’s goals and values.
Good business sense.
Exposure in dealing with members, brokers, and advisors an advantage.
Competencies:

Ability to communicate clearly and effectively both verbally and in writing.
Demonstrate good telephone etiquette.
Have good problem-solving abilities.
Be solution driven and take accountability and responsibility of own work.
Deadline and target driven particularly in a production environment.
Be adaptable.
Have an ability to work within a teamwork environment.
Have stress tolerance and resilience.
Duties and Responsibilities
FICA

Review, capture, and ensure accuracy of member data on systems.
Analyse data for potential and current client for sanction, politically exposed/influential matches as well as adverse media screening reports for system generated alerts and in our process journey’s.
Understanding of the FICA processes and systems
Support the requirements for risk control improvements
Execute and manage defined processes for Transactional Monitoring
Provide input into FICA-related projects and system enhancements to improve on manual processes.
Perform ongoing monitoring reviews across all defined trigger points and ensure accurate record keeping and reporting.
Work with business units to agree on findings, ratings and remedial action required.
Perform quality assurance reviews for the findings where actions closure has been confirmed.
Risk and Compliance:

Ensure that Customer and Enhance Due Diligence checks are done on customers at the appropriate risk level.
Contribute to the review operational process to be in line with our Risk Management and Compliance Programme.
Assist with preparation of regulatory requirements from compliance and submission of daily, Monthly, and quarterly reporting.
Attend to any other administrative and compliance-related tasks assigned by the Compliance Risk Manager.
Adhere to internal SLA’s to ensure operational efficiency and achievement of agreed customer service standards.
Ensure adherence to audit requirements.
Ensure adherence to regulatory and compliance requirements.
Maintain Product Expertise:

In order to answer customer complaints and questions, an Operations Consultant (FICA) must be an expert in the products, FICA act and compliance rules and system processes. This requires one to take the initiative to master every feature and benefit of each product. Identify process and procedure improvements and make recommendations to streamline and simplify processes.

Claims Consultant

Closing Date
2025/04/04
Reference Number
PPS250328-4
Job Type Permanent
Job Title Claims Consultant
Business Unit PPS Short-Term Insurance
Department PPS Short-Term Insurance
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Parktown North
Job Advert Summary
Co-ordinate and oversee, manage negotiate and settle personal lines and commercial claims and account for the finalisation of the claim end-to-end. Delegate authority to manage the process and resolve any conflict by a negotiating, settlement, and finalisation functionality. Administer and validate claims correctly and efficiently within the specifications of PPS Short-Term Insurance Company’s policy terms and conditions.

Minimum Requirements
Education:

NQF Level 4: Grade 12
Certificate of Proficiency in related field
Experience:

5+ years experience in a Short-Term Insurance Claims environment
Short-term Insurance Industry experience will be advantageous.
Codeplex experience would be an advantage.
Knowledge and Skills:

Strong communication skills (written & verbal).
Strong customer service skills.
Service driven, with a focus on accuracy and quality of information delivered within service levels.
Strong attention to detail.
A strong work ethic and a drive to exceed expectations.
Strong analytic and problem-solving skills.
Adaptability to different stakeholders, audiences, and environments.
Competencies:

Adapting and responding to change.
Persuading and influencing.
Deciding and Initiating Action.
Coping with pressure.
Duties and Responsibilities
Validation of Insurance Claims

Validate claims in a friendly, courteous, and professional manner to all stakeholders within the prescribed turnaround times as documented and agreed in various service level agreements
Accurately document all interactions, decisions, and transactions related to the claims process. This includes maintaining detailed records of claim documents, correspondence, and any investigation findings
Investigate the merits of a specific claim and determine if the services of an assessor / loss adjustor would be required and appoint the most appropriate preferred assessor / loss adjustor where necessary to perform further investigations
Verify that all requirements are met (e.g. alarm systems, etc) in terms of the policy contract
Confirmation of conflicting statements with relevant parties
Make decision within financial mandate and within the set-out processes
Process optimization and efficiencies

Duties include working with cross-functional teams to deliver exceptional service to all intermediaries/members as set out in the relevant service level agreements
Combat insurance fraud by ensuring strict compliance to mandates, set procedures, philosophies and Company rules and regulations
Identify opportunities for process improvements and efficiency enhancements within the claims handling department. Offer feedback and suggestions to enhance customer experience and streamline operations
Uphold all service excellence principals as communicated by management
Stakeholder Management

Build and maintain relationships with internal and external stakeholders
Collaborate effectively with peers to achieve business results

Broker Consultant (Pietermaritzburg)

Closing Date
2025/04/11
Reference Number
PPS250328-3
Job Type Permanent
Job Title Broker Consultant (Pietermaritzburg)
Business Unit Advisory Services and Enablement
Department External Distribution
Location – Country South Africa
Location – Province KwaZulu-Natal
Location – Town / City Pietermaritzburg
Job Advert Summary
PPS External Distribution 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 Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Broker Consultant must be aware of and responsive to the needs and concerns of customers.

Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Minimum Requirements
Qualifications:

Matric
A three year or higher bachelor’s degree or national diploma
A completed NQF 5 – Wealth Management or RFP 3 would be advantageous
Experience:

At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role

Knowledge:

Intermediate knowledge of the Life Assurance or Financial Services Industry

Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

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.
Key Responsibilities:

· Relating to Customers

· Communicating in writing

· Communicating Orally

· Quality Orientated

· Reliable

· Customer Focused

· Resilient

Accountant: Group Finance (Temp)

Closing Date
2025/04/07
Reference Number
PPS250328-2
Job Type Temporary
Job Title Accountant: Group Finance (Temp)
Business Unit PPS InsCo
Department Group Finance
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg, Parktown
Job Advert Summary
Reporting to the Manager: Group Finance, the role is responsible for monthly processing and reporting of financial transactions of companies within group finance. Preparation of management accounts, preparing financial statements in line with IFRS 17, preparing monthly balance sheet reconciliations and preparing of budgets.

Minimum Requirements
Formal Qualification:

B Com Accounting.
Knowledge and Experience:

Knowledge of the insurance industry an advantage
Good technical knowledge of IFRS
IFRS17 knowledge is an advantage

Duties and Responsibilities
Reconciling

Reconciling all balance sheet accounts to third party documentation
Resolving outstanding issues timeously
Management Reporting

Coordination and Preparation of monthly management accounts for companies within group finance this includes:
Preparing commentary on variances in the IS and BS of the entities
Statutory reporting

Preparation of annual financial statements for all the entities
Attending to audit queries
Preparation of Solvency test where applicable
Budget

Preparation of various budget presentations (exco, boards) of subsidiaries for PPS Insurance and Holding Trust Boards
Preparation of budget for all entities and liaison with stakeholders that are part of the budget process
Assist with commentary on presentations for the entities
Input of budgets for central costs and revenues for all entities
Preparing budget presentations for Exco and Board budget meetings
This role gives technical input into accounting for all entities
Responsible for preparation of key management reports to the Exco and Board
Key person ensuring reporting is accurate, timely and of a high standard
Responsible for preparation of General Ledger items and reconciliation
Key person ensuring control environment is sound regarding Financial Reporting
Is articulate and communicates in a logical way and structures information to meet the needs and understanding of intended audiences, including senior management/executives.
Expresses opinions, information and key points of view clearly and assertively.
Is confident in conceptualising, building and presenting plans related to presentations.
Anticipates and responds promptly and appropriately to the needs, reactions and feedback of various stakeholders internally and externally.

National Practise Development Manager

Closing Date
2025/04/04
Reference Number
PPS250328-15
Job Type Permanent
Job Title National Practise Development Manager
Business Unit Advice and Distribution
Department SSS
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg or CPT
Job Advert Summary
This is a specialist managerial role which will focus on improving the effectiveness and efficiencies of the financial planning practises of supporting intermediaries. It serves to enhance the overall value proposition of the PPS group.

Minimum Requirements
Formal Qualifications

· Matric

· 3 Year Commerce or similar degree

· Post Graduate Diploma in Financial Planning

· RE5

· RE1

· CFP® designation advantageous

Experience

· Minimum 10 years’ financial service

· Minimum 3 years’ management experience in the financial services industry

· Preference will be given to applicants with financial planning experience.

· Sales management

· Third party sales as a broker consultant or similar

· Course development

· Practise analysis

Duties and Responsibilities
Key Responsibilities

· Provide training to distribution managers and sales staff on practise development principles

· Assist distribution management and staff with the analysis of intermediary practises

· Present practise development modules to intermediaries

· Assist with the implementation of practise development outcomes inclusive of but not limited to:

o Strategic planning

o Business and marketing plans

o Client Segmentation

o Creation of a differentiated value propositions

o Drafting service level agreements

o Financial management

o Broker CV’s

o Human resource management

o Advice process

o House Views

o Client relationship management

o Compliance systems and processes.

o Practise valuations

o Succession

o Social Media, digital marketing and other omni channel strategies

· Research, develop and maintain practise management manuals

· Market the practise development function to intermediaries

· Identify sales opportunities within the practises of participating intermediaries

· Provide cross-selling opportunities for the PPS Group

Competencies

· Collaboration

· Persuasive

· Planning and Organising

· Skilled facilitator

· Adult learning

· Customer Focus

· Sound communication skills (verbal and written)

· Results Focused

Compliance Specialist

Closing Date
2025/04/07
Reference Number
PPS250328-14
Job Type Permanent
Job Title Compliance Specialist
Business Unit Advice and Distribution
Department Advice and distribution
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg, Parktown
Job Advert Summary
To implement compliance risk management solutions within strategic guidelines and policies and to facilitate the management of compliance risks and breaches within Advice and Distribution through application of accepted risk management principles.

Minimum Requirements
Eduation

• Matric
• Bachelor’s degree (law or commerce)
• Postgraduate Diploma in Compliance Management
• RE5 and RE1 competency

Knowledge and Experience:

• At least 4 years experience in financial services compliance, long-term insurance experience will receive preference
• Knowledge of Financial Services Regulatory Environment
• Legislative Knowledge
• Demonstrated knowledge of Compliance Risk Management Methodology
• Ability to write, communicate and interpret legislative requirements at the appropriate level
• Ability to advise the business on compliance matters

Duties and Responsibilities
Reporting to the Head: Governance and Best Practice, the successful incumbent will be responsible for proactively and constructively assisting business in managing its responsibility to comply with all regulatory items and minimise compliance risks through the providing of advice and guidelines to operational management through the application of risk management principles, policies, processes and procedures

• Project management and implementation of key compliance projects.
• Identify gaps or potential deficiencies in compliance and other business areas and resolve.
• Risk Assessment of Regulatory items.
• Comments on draft bills and other draft regulatory requirements.
• Maintain compliance risk assessments and compliant risk management plans for prioritised regulatory items on CURA.
• Developed and maintained compliance monitoring plans.
• Compliance monitoring activities.
• Recommended corrective actions – prescribing and escalations.
• Managed corrective action.
• Managed complaints.
• Managed breaches and risk exposures.
• Implementation of requirements arising from new and amended regulatory items.
• Compliance training on regulatory items.
• Training on compliance methodology.
• Compliance reporting.
• Provide advice to business on compliance matters and implementation of controls, including control effectiveness assessments.
• Support Avice and Sitribution in providing necessary updates on CURA.

Solution Architect

Closing Date
2025/04/07
Reference Number
PPS250328-12
Job Type Permanent
Job Title Solution Architect
Business Unit PPS InsCo
Department Group IT
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg, Parktown
Job Advert Summary
Reporting to the IT Exec: Enterprise Architecture and working within a SAFe Agile environment, the role will be responsible for the design of robust and detailed solution architectures and patterns that aligns with the business objectives.
The role will focus on developing and implementing architectural designs and patterns, ensuring they meet organizational needs, and bridging the gap between business requirements and technical execution.

Minimum Requirements
Education:

Bachelor’s degree in computer science or information technology, or related field or equivalent proven experience.
Certifications such as TOGAF or similar architectural frame work
SAFe Architect, Archimate, BPMN 2.0 or equivalent are highly desirable.
Experience:

7-8 years proven experience as a Solution Architect or similar role in an enterprise environment.
Experience working in a SAFe Agile environment.
Experience as a developer on a complex environment
Proven experience on Google and Azure Cloud platforms
Industry working experience an added advantage
Knowledge and Skills:

Excellent problem-solving skills and ability to think strategically.
Strong communication and interpersonal skills.
Strong knowledge of IT infrastructure, application development, and enterprise architecture frameworks.
Previous working knowledge of architectural repository tools such as Orbus Software iServer, Sparx EA etc
Excellent understanding of the separation of concerns and reuse methodology
Must be able to synthesise problems and show good judgement in making decisions
Duties and Responsibilities
Solution Design and Implementation

Develop and maintain a comprehensive understanding of business needs and strategic objectives.
Design end-to-end IT solution architectures that address business requirements and are aligned with enterprise architecture standards.
Ensure that solutions are scalable, sustainable, and integrate seamlessly with existing systems.
Oversee the implementation of IT solution Architectures, ensuring they are delivered on to the required quality standards, patterns and designs.
Maintain up to date library of current architecture state.
Collaboration and Communication

Work closely with business stakeholders, agile team leaders, and development teams to understand requirements and provide technical guidance.
Facilitate collaboration between cross-functional teams to ensure cohesive and consistent solution delivery.
Communicate complex technical concepts clearly and effectively to non-technical stakeholders.
Technical Leadership

Supported by the Technical and Security Architects, provide technical leadership and mentorship to development teams, promoting best practices and high-quality standards.
Stay abreast of emerging technologies and industry trends and assess their potential impact on the business.
Advocate for the adoption of new technologies and methodologies that enhance productivity and innovation.
Strategic Planning and Governance

Contribute to the development and maintenance of the enterprise architecture roadmap.
Ensure solutions adhere to architectural principles, policies, and governance frameworks.
Participate in architecture reviews and provide constructive feedback to ensure solutions are aligned with strategic goals.
Continuous Improvement

Participate in retrospectives and reviews to identify opportunities for process and performance improvements.
Promote a culture of continuous learning and improvement within the team.
Support the evolution of the SAFe Agile framework within the organization

Broker Consultant

Closing Date
2025/04/04
Reference Number
PPS250328-11
Job Type Permanent
Job Title Broker Consultant
Business Unit PPS Namibia
Department Life Assurance & Investment Intermediaries
Location – Country Namibia
Location – Province Other
Location – Town / City Windhoek
Job Advert Summary
Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in Namibia by building long-term relationships with intermediaries, including high net worth intermediaries.

The role involves business development and relationship management within a base Intermediaries that we are intending to grow. The role must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The role must be aware of and responsive to the needs and concerns of customers.

Reporting to the Head: Business Development and Broker Services, the role involves business development and relationship management within a base of Life Assurance & Investment Intermediaries with the intention to grow this base.

Minimum Requirements

• At least 3 to 5 years industry related experience.
• Experience in Life Assurance and investments is key.
• Discretionary Fund Manager’s and/or multi management experience would be advantageous

Formal Qualifications:

• Matric
• Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
• A completed NQF 5 – Wealth Management or Financial Planning.
• CFP and/or investments related honours degree will be an advantage.

Knowledge:

• Intermediate knowledge of the Life Assurance and Financial Services Industry

• Technical knowledge about investments, investment industry & trends
• 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

• 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.
• Identify and develop strategic partnerships to leverage new opportunities.
• Deliver on very specific flow targets for your region.
• 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.
• Regular formal report backs to the Head: Business Development and Broker Services.

Front Office Agent: Namibia

Closing Date
2025/04/04
Reference Number
PPS250328-10
Job Type Permanent
Job Title Front Office Agent: Namibia
Business Unit PPS Namibia
Department Operations
Location – Country Namibia
Location – Province Other
Location – Town / City Windhoek
Job Advert Summary
The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Consistent, error free work based on defined regulations and standards are key measures of job performance success. This position is designed to develop a valued technical expert who can deliver quality work on a consistent basis and is the corner stone for advancement within the organization. The incumbent needs to possess the skills to navigate and process across multiple processes in the Operations area. Consistent application of product rules and processing guidelines is essential part of executing daily tasks.

Minimum Requirements
Formal Qualifications:

•Matric
•Tertiary qualification will be advantages

Experience:

•2 years’ experience in Customer Services
•1 -2 years Financial Services administration experience

Knowledge:

•Administration experience in the Financial Services industry
•Basic knowledge of the Financial Services Industry
•Understanding of the application of business and regulatory rules

Duties and Responsibilities
•Daily Stats reporting on allocated processes and monthly reporting on completed tasks
•Quality assurance of submitted requests by stakeholders,
•Processing of received requests via email, telephone, and walk-in members according to the Process Control Manuals
•Follow ups on outstanding requirements
•Communication of finalized request.
•Processing of request within 8 hours of being received.
•Maintaining a 95% accuracy processing level
•Providing administrative support to the Broker Consultants and directly to Intermediaries/Tied Agents and members
•Take ownership of service level standards and ensure they are achieved consistently.
•Participate in the monthly IT testing cycle, report on IT matters and processing once resolved.
•Perform necessary scanning and verification on all transactions in accordance with regulatory guidelines

Financial Advisor Johannesburg

Closing Date
2025/06/30
Reference Number
PPS250303-1
Job Type Permanent
Job Title Financial Advisor Johannesburg
Business Unit Advice and Distribution
Department Financial Advisory
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Johannesburg, Parktown
Job Advert Summary
Purpose of the Job:

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Scope of the Job:

This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding 4-year or higher qualifications that is PPS niche market. It is a role of own lead generation.

We offer a lucrative risk commission structure with a commission split on a range from 55% to 110%.

Minimum Requirements
Formal Qualifications:

Matric (Grade12)
Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is the preferred minimum
NQF level 7 and above qualification is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper and accredited
Postgraduate Diploma in Financial Planning advantageous
CFP advantageous

Experience and Knowledge:

2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
2 years’ experience in Financial Planning
Knowledge and understanding of the dynamics of the professional client market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Experience prospecting for clients

Computer Literacy:

Proficient in MS Office
Experience using a CRM system
Experience using financial planning software

Interpersonal and Intrapersonal Skills:

Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
A passion for the financial planning environment
Relationship management and networking skills
Able to plan and manage time effectively
Analytical and numerical skills with the ability to analyse and interpret statistical information
Impeccable work ethic
Able to work independently
Strong communication
High attention to detail
Team-orientated
Self-motivated and highly driven
Strong presentation skills
Resilience and tenacity
Emotional Intelligence

Duties and Responsibilities
Main duties and responsibilities:

Providing suitable advice to best fit the needs and requirements of professionals
Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
Meeting clients to understand their financial objectives
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing, maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a professional network and sustainable business within the professional market

The individual must have a valid driver’s license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records – provide 24-months commission statements, SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record

The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA and obtained a FAIS recognised NQF level 5 or higher qualification within 6 years of DOFA

PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

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 application for employment with PPS as well as 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.

Financial Advisor WC North – Boland/Cape Winelands

Closing Date
2025/04/30
Reference Number
PPS220805-8
Job Type Permanent
Job Title Financial Advisor WC North – Boland/Cape Winelands
Business Unit Advice and Distribution
Department Financial Advisory
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Remote pending an office in Stellenbosch
Job Advert Summary
Purpose of the Job:

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Scope of the Job:

This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS’ niche market. It is a role of own lead generation.

We have a competitive risk commission structure with a commission split on a range of 55% to 110%.

Minimum Requirements
Formal Qualifications:

Matric (Grade12)
Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is the preferred minimum
NQF level 7 and above qualifiction is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper and accredited
Postgraduate Diploma in Financial Planning advantageous
CFP advantageous

Experience and Knowledge:

2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
2 years’ expereince in Financial Planning
Knowledge and understanding of the dynamics of the professional client market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Experience prospecting for clients

Computer Literacy:

Proficient in MS Office
Experience using a CRM system
Experience using financial planning software

Interpersonal and Intrapersonal Skills:

Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
A passion for the financial planning environment
Relationship management and networking skills
Able to plan and manage time effectively
Analytical and numerical skills with the ability to analyse and interpret statistical information
Impeccable work ethic
Able to work independently
Strong communication
High attention to detail
Team-orientated
Self-motivated and highly driven
Strong presentation skills
Resilience and tenacity
Emotional Intelligence

Duties and Responsibilities
Main duties and responsibilities:

Providing suitable advice to best fit the needs and requirements of professionals
Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
Meeting clients to understand their financial objectives
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing, maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a professional network and sustainable business within the professional market

Preference will be given to Employment Equity candidates

The individual must have a valid driver’s license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records – provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record

The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification

PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

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 application for employment with PPS as well as 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.

Financial Advisor WC North – Boland/Cape Winelands

Closing Date
2025/04/30
Reference Number
PPS220805-8
Job Type Permanent
Job Title Financial Advisor WC North – Boland/Cape Winelands
Business Unit Advice and Distribution
Department Financial Advisory
Location – Country South Africa
Location – Province Western Cape
Location – Town / City Remote pending an office in Stellenbosch
Job Advert Summary
Purpose of the Job:

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Scope of the Job:

This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS’ niche market. It is a role of own lead generation.

We have a competitive risk commission structure with a commission split on a range of 55% to 110%.

Minimum Requirements
Formal Qualifications:

Matric (Grade12)
Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is the preferred minimum
NQF level 7 and above qualifiction is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper and accredited
Postgraduate Diploma in Financial Planning advantageous
CFP advantageous

Experience and Knowledge:

2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
2 years’ expereince in Financial Planning
Knowledge and understanding of the dynamics of the professional client market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Experience prospecting for clients

Computer Literacy:

Proficient in MS Office
Experience using a CRM system
Experience using financial planning software

Interpersonal and Intrapersonal Skills:

Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
A passion for the financial planning environment
Relationship management and networking skills
Able to plan and manage time effectively
Analytical and numerical skills with the ability to analyse and interpret statistical information
Impeccable work ethic
Able to work independently
Strong communication
High attention to detail
Team-orientated
Self-motivated and highly driven
Strong presentation skills
Resilience and tenacity
Emotional Intelligence

Duties and Responsibilities
Main duties and responsibilities:

Providing suitable advice to best fit the needs and requirements of professionals
Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
Meeting clients to understand their financial objectives
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing, maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a professional network and sustainable business within the professional market

Preference will be given to Employment Equity candidates

The individual must have a valid driver’s license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records – provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record

The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification

PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

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 application for employment with PPS as well as 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.

Click here to apply

We wish you all the best with your applications

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