Website PPS
PPS has more than 200 000 members who enjoy access to a comprehensive suite of financial and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is the largest South African company of its kind that still embraces an ethos of mutuality, which means … read morethat it exists solely for the benefit of its members. Thus, members who are policyholders can exclusively share in the profits of PPS Insurance and those who have PPS Investments products can also share in the profits of PPS Investments.
Qualification:
Relevant tertiary qualification – BCom or similar financial degree.
Experience:
2 to 3 years sales administration experience within the IFA, investment, or linked product markets.
Duties and Responsibilities
Provide administrative support to Investment Specialist in and out of office.
Liaise with PPSI Operations with new business queries and follow up on outstanding client requirements
Train and provide support to IFA assistants on PPSI administrative procedures and systems.
Coordinate regional workshops and client functions.
Database management – understanding and managing client information on behalf of the Investment Specialist to better understand clients.
Assist regional office team with general office requirements as needed.
Handle client queries face to face, written and telephonic.
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