We at PPS are proud of our unique and unmatched business model of “mutuality” in South Africa. Our financial strength and exceptional growth trends inspire a sense of confidence in PPS. Social responsibility is a fundamental part of who we are, and we are recognised as a company of value, integrity and repute. We are committed to transformation and believe in celebrating our dynamic and diverse workforce.
We offer our employees the kind of environment where everyone matters. We recognise the value of work-life balance and have a genuine concern for the wellbeing of our people and their families. Collaboration is encouraged and rewarded.
We are dedicated to developing people in their roles and offer a stimulating and challenging work environment geared towards growth and innovation. Regular performance feedback is an integral part of our culture and our robust performance management system drives consistency and fairness.
We believe in rewarding our people fairly and offer competitive and flexible benefits. Our people are recognised through various programmes and initiatives, designed to acknowledge their contributions and incentivise exceptional performance.Western Cape
Position: Technical Specialist: Estate Planning and Socialisation (4S1)
Closing Date: 19 September 2019
Department: Specialist Support Services
Reporting: Regional Manager
Location: Coastal, Cape Town
Purpose of the Job:
Assisting and supporting financial intermediaries with estate and business planning advice and information as part of a Specialist Support Services division, whose purpose is to complement trusted advisers’ and brokers value proposition to their clients (members and prospective members), so as to enhance the overall member experience. Assisting with the preparation and generation of the documentation required to implement estate and business planning solutions identified by the financial intermediary and client in the planning process.
Main duties and responsibilities:
- Helping build solutions from a specialist perspective, e.g. complex estates, wills etc, testing different scenarios and giving recommendations on specific issues
- Analysing complex issues for planners such as complex estates with offshore assets, trusts, complex tax issues, etc
- Facing clients when required and providing in-depth knowledge of estate planning services which include estate administration, trust administration, trust and estate planning and business assurance and planning
- Collaborating with colleagues and industry specialists to formulate practical advice
- Assisting with the collection and collation of client information from various sources required to prepare a detailed estate and business plan for clients
- Developing planning recommendations in conjunction with the intermediary
- Assisting with the implementation of the estate and business planning solutions identified in the planning process
- Researching complex topics, e.g. foreign tax protocols, for clients with global portfolios
- Capturing all client-related information on Avalon to create detailed estate and business planning reports
- Adhering to compliance and risk management processes and procedures
- Ability to work with systems that generate estate plans / financial plans
Formal Qualifications:
- BA, LLB or suitable Law Degree or Diploma in Trust and Estate Planning
- CFP® designation
- Fit and Proper representative status highly advantageous
- FISA certification highly advantageous
Experience and Knowledge:
- At least 3 years’ experience in financial planning environment, with a key focus in trust and estate planning
- In-depth knowledge of Estate Planning Services, including:
- Estate administration
- Trust administration
- Trust and Estate planning
- Business assurance and planning
- Good understanding of compliance issues relating to the estate planning environment
- Dealing with the professional and Private Client markets
Interpersonal and Intrapersonal Skills:
- Able to interpret legislation correctly pertaining to estate planning and financial planning, recommending prudent solutions to intermediaries
- Able to provide training on estate planning to intermediaries
- Strong interpersonal skills
- Excellent verbal and written communication skills
- Excellent report writing skills
- Methodical and meticulous attention to detail
- Expresses opinions, information and key points of view clearly and assertively
- Able to build strong relationships and to expand network of support
- Able to work independently on area of expertise
- Collaborative
- A positive attitude towards learning and growing
- Problem-solving aptitude
- Deadline orientation
- Able to work in a team environment
- Strong sales orientation
Preference will be given to Employment Equity candidates
Please send your applications to HRSupportFP@pps.co.za
Kwa-Zulu Natal
Position: Short Term Specialist (3D)
Closing Date: 18 September 2019
Department: Life Broker Services
Reporting Line: LBS Regional Manager
Location: Pietermaritzburg
Purpose of the Job:
The main purpose of this job is to maintain and grow current and new business relationships/partnerships in alignment with contracted growth and profitability targets.
Main duties and responsibilities:
- Managing a portfolio of business through analysis, interpretation and decision-making while building effective relationships with business partners both internally and externally
- Taking charge of the day-to-day management of the local office
- Building, maintaining and growing existing and new business relationships with stakeholders / business partners both internally and externally
- Having weekly / bi-weekly meetings with the intermediaries to discuss new quotes, service-related issues and problem-solving, (does not get too involved in problem-solving – makes use of the available PPS channels), communication, operational circulars, etc
- Handling monthly follow up meetings to discuss performance and growth of the intermediaries
- Producing reports per visit with analysis of the book of business, cancellations, renewals, etc
- Representing and promoting PPS through marketing activities to intermediaries and clients
- Providing input into the intermediaries’ business by sharing analysis, interpretation, portfolio management and non-pricing underwriting e.g. excesses, exclusions, cover limits, etc
- Inviting intermediaries to forums and information sessions to strengthen relationships
- Managing the Sales Consultants (SC) in respect of tariffs/ rates on commercial quotes / policies
- Operating and excelling in a niche product environment
Formal Qualifications:
- Matric
- Min COP or other Insurance related qualification
- FAIS Compliance – (60 credits Commercial Lines & 30 credits Personal Lines)
- RE 5
Experience and Knowledge:
- At least 3 years’ Personal and Commercial Lines experience in an operational environment
- Short Term Insurance technical product knowledge required
- Experience in maintaining and growing a profitable portfolio of Commercial and Personal Insurance
- Technical underwriting knowledge
- Relevant underwriting, sales and technical product knowledge of short term insurance including claims knowledge
- Necessary experience and knowledge of how to maximise profitability through pricing, retention, limits and growing a profitable portfolio of Commercial, Personal insurance and Professional Indemnity
- Understanding and interpreting policy wordings against claims situations
Other requirements:
- Driver’s License
Computer Literacy:
- MS Office package (MS Word, Excel & PowerPoint)
Interpersonal and Intrapersonal Skills:
- Good communication skills (written and verbal)
- Excellent inter-personal and problem-solving skills
- Personal mastery
- Results-focused and able to take initiative
- Collaboration
- Emotional wisdom
- Change navigation
- Innovative orientation
- Planning and organising
- Problem-solving/decision-making
- Customer focus
Preference will be given to Employment Equity candidates
Please send your applications to recruitment@pps.co.za
Gauteng
Job Title: Creditors Clerk (2C)
Closing Date: 19 September 2019
Reporting Line: Team Manager: Finance
Business Unit: Group Finance
Location: Johannesburg, Parktown
Purpose of the Job:
The incumbent will be responsible for payment of supplier invoices, reconciliation of supplier accounts, compiling monthly on-charges and ad hoc requests when required for documents.
Main duties and responsibilities:
- Daily checking and receipting of all invoices for payments in line with the delegation of authority (DOA)
- Capturing creditors payments on Great Plains
- Performing creditors reconciliations on Great Plains and assisting with obtaining statements
- Posting creditors’ transactions on Great Plains
- Ensuring all payment batches are stamped and filed away
- Monthly month end close-offs
- Ensuring correct VAT tables used when capturing on Great Plains
- Providing proof of payments upon request
- Administering all Telkom telephone accounts and the payment thereof
- Compiling all monthly on-charges
- Checking all payments are in adherence to the PPS Procurement Policy
- Resolving any ad-hoc creditor query/payment and measuring turnaround times
- All other ad-hoc admin and creditor related tasks
Formal Qualifications:
- Matric
Experience and Knowledge:
- 2 years’ experience in creditors payments
- Knowledge of creditors reconciliations essential
- Knowledge of the Insurance industry an advantage
- Knowledge of Great Plains will be advantageous
Computer Literacy:
- Latest MS Office package, particularly Excel
- Knowledge of Great Plains an advantage
Strategic Orientation:
- Responsible for supplier reconciliations
- Payments are processed in line with the DOA and the procurement policy
Communication:
- Building a working relationship with fellow colleagues
- Anticipates and responds appropriately to the needs, and feedback of various stakeholders internally and externally
Interpersonal and Intrapersonal Skills:
- Accuracy and figure orientation are key attributes for this job
- Attention to detail
- Able to prioritise and work under pressure
- Able to meet strict deadlines
- Confident
- Self-starter
- Persuasive and influential
- Good networking skills
- Good presentation skills
- Manages expectations
- Self-aware
- Professional
- Responsible and accountable
Preference will be given to Employment Equity candidates
Please send your applications to recruitment@pps.co.za
Gauteng
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Job Title: Insights & Development Manager (4B) Closing Date: 20 September 2019 Reporting Line: Senior Manager: Customer Experience Business Unit: Customer Experience Location: Johannesburg, Parktown
Purpose of the Job:
The purpose of this role to assist the department (Customer Experience) with meeting their business performance objectives by developing and delivering engaging and forward-thinking programmes and processes.
There’s an art and science to developing great people. We’re looking for a creative thinker and people scientist to help our growing team. You’ll be an Agile team participant ready to help our employees and their managers deliver against our strategy by giving them the opportunities for personal development and the learning support they need.
Main duties and responsibilities:
Formal Qualifications:
Experience and Knowledge:
Computer Literacy:
Interpersonal and Intrapersonal Skills:
Preference will be given to Employment Equity candidates Please send your applications to recruitment@pps.co.za |
Gauteng
Job Title: Bookkeeper (3A)
Closing Date: 19 September 2019
Reporting Line: Team Manager: Finance
Business Unit: Group Finance
Location: Johannesburg, Parktown
Purpose of the Job:
The incumbent is responsible for cashbook and general ledger reconciliations, handling of foreign currency and rand petty cash; preparing monthly on-charges, invoice preparation and journals; daily cash flows.
Main duties and responsibilities:
- Daily cash levels administration
- Cash books administration
- Processing of various month end journals
- Assisting with salary and related payments
- Administering statutory payments
- Various general ledger reconciliations
- Various other month end reconciliations
- Administering of foreign petty cash
- Monthly rental journals and invoice collation
- Monthly on-charges to subsidiaries
- Reconciliation between the bank account and the general ledger
- Rental reallocations
- Intercompany invoices
- Treasury function
- General Finance functions
Formal Qualifications:
- Matric
- Relevant degree/diploma
Experience and Knowledge:
- 2 years’ relevant experience in Finance
- Knowledge of bookkeeping
- Knowledge of the Insurance industry advantageous
- Knowledge of Great Plains advantageous
Computer Literacy:
- MS Office package, particularly Excel, Word and Power-point
Communication:
- Building a working relationship with fellow colleagues
- Anticipates and responds appropriately to the needs, and feedback of various stakeholders internally and externally
Interpersonal and Intrapersonal Skills:
- Accuracy and figure orientation are key attributable for this job
- Able to prioritise and work under pressure
- Able to meet strict deadlines
- Attention to detail
- Confident
- Self-starter
- Persuasive and influential
- Good networking skills
- Good presentation skills
- Manages expectations
- Self-aware
- Professional
- Responsible and accountable
Preference will be given to Employment Equity candidates
Please send your applications to recruitment@pps.co.za
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