Practice Consultant

2 weeks ago


Parktown, South Africa PPS Recruitment Full time

**Job Advert Summary**:
To ensure that the PPS Wealth Advisory function is effectively meeting all operational
requirements by leading the team who provide essential support in terms of the
Management, Wealth Managers, Wealth Members, Quality assurance, Business processing
and 1st Line Compliance function. Enablement of new business growth, member experience,
risk and compliance management, process design and future fit planning of the operational
structures, roles and systems.

**Minimum Requirements**:
Qualifications:

- Business Commerce, Management or Operations qualification
- NQF6/7

**Experience**:

- 5 to 10 years financial services industry or related in a similar role

Skills and Knowledge:

- Knowledge of the financial services industry
- Knowledge of the Wealth Advisory target segment and its key drivers
- Knowledge of managing, developing and motivating people
- Knowledge of managing business efficiencies, processes and compliance
- Knowledge of the PPS business structure, product range, processes and systems
- A sound understanding of the insurance and asset management industry
- Working knowledge of core regulatory environment impacting Wealth Advisory - i.e.,

FAIS/COFI, FICA, AML, PPR, ECTA, Long Term Insurance Act.
- Strategic thinking skills
- Complex problem solving

Abilities
- A result driven and energetic individual.
- Strong customer service orientation
- Strong people management, leadership and relationship skills
- Meticulous attention to detail
- Critical thinking skills.
- Continuous improvement
- Process design and management
- Reporting
- Risk management
- Strategic voice for Operations and enablement of Wealth business holistically.
- Agility to manage multiple outcomes concurrently
- Implementation and follow through
- Change and project management and implementation

**Duties and Responsibilities**:

- To develop, implement and enforce adherence to standard processes and protocols

to ensure seamless administration of new business and after sales service.
- Develop functional unit business plans for both the life and non-life insurance

business to contribute to the achievement of strategic objectives of the Wealth
Advisory function.
- To build sound long-term sustainable relationships with Wealth Managers and PPS

Group and A&D stakeholders.
- To ensure member experience in everything operational within the Wealth Assistant

team meets the objectives & requirements of A&D, Wealth Managers and the
Wealth Advisory function.
- To ensure cross divisional collaboration and adoption of new ways of working
- To ensure ongoing effective communication with internal and external

stakeholders.
- To monitor and manage daily activities of team members.
- To train and develop team members and ensure sufficient capacity.
- To drive continuous improvement of service delivery.
- To engage bi-monthly with ASE operations on process changes, Pro-Fit, IAA and

Service Manager matters.
- To engage monthly with PPSI Operations on any changes, issues or development

needed
- To ensure the use of the selected financial planning is available for all new business,

Compliance and Reviews.
- Ensure that staff are all aware of operational best practices and implementing

innovative technologies.
- Ensures compliance with organizational policies, procedures, and quality standards

in the division.
- Manage support systems to ensure business continuity.
- Training and development plans of all direct reports.
- Develop & maintain all necessary process libraries, compliance sites and reporting

repositories to maximize long term profitability.
- Conduct discovery meetings with Wealth Assistants and Wealth Managers to allow

for continuous improvement in the area.
- To ensure that daily, weekly, monthly, quarterly, and yearly production has been

captured with accuracy.
- Attend and participate on behalf of Wealth Advisory various committees and

forums both within A&D and across Group.
Service Levels:

- To process new business and Wealth Manager service requests within a 90% SLA.

Queries and Query resolution:

- Answer, resolve and own all queries end to end for Wealth Managers through their

Wealth Assistants.
- Accountable for direct queries presented by Wealth Managers.
- To ensure high quality of service to Wealth Managers; actioning of queries within 8

working hours; provide service to Wealth Managers within 8 working hours (e.g.
portfolios and quotes).
Wealth Managers Practices
- Creating efficiency in terms of ways of work and designing workflow solutions

Role Profile: Wealth Advisory - Practice Consultant
- Ensuring a KIT program is followed
- Driving compliance and annual reviews
- Delivery of support to enable growth of the practice
- Ensuring system availability at all times - FNA, CRM, Commspace, Workflow



  • Parktown, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Job Purpose** 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 Direct...

  • HR Consultant

    5 months ago


    Parktown, South Africa MyCalling Full time

    **HR Consultant - Night Shift (Gauteng)** **Are you ready to take the next step in your career?** The HR Consultant is responsible for providing overall HR support to the business areas as well as ensuring that HR policies and practices are implemented in line with best practice and Group standards. **What would make you a good fit for the role?** Must...

  • Recoveries Consultant

    5 months ago


    Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Insure, Specialist Claims Services, Operations area.** We are looking to recruit a **Recoveries Consultant.** **Role Objectives**: Pre-litigation - end-to-end negotiation and settlement of recovery motor and non-motor claims. Effectively settle claims whilst ensuring...


  • Parktown, South Africa The Church of Jesus Christ of Latter-day Saints Full time

    Human Resource Department employees are builders of capability within the Lord's talent storehouse who hasten the cause of the Master by drawing, enabling, and improving talent and by shaping the Church's work environment. The purpose of this role is to support strategic HR core and/or talent functions in an area. Employees at this level work under mínimal...


  • Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Human Capital Team**. We are looking to recruit the **Senior Human Capital Advisor**. **Job Purpose**: The Senior HC Advisor delivers a comprehensive range of human resources services in consultation with the business unit needs and in support of the people strategy....


  • Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Hollard Grou, Human Capital Division.** We are looking to recruit an **Senior Human Capital Business Partner to the Short-Term Insure Business Unit.** **Role Objectives**: The Senior HC Business Partner delivers a comprehensive range of human resources services in...


  • Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Hollard Group Services, **in the **Talent Learning & Development **area.** We are looking to recruit a **Talent Assessments Specialist/Psychometrist** **Role Objectives**: As the Talent Assessment Specialist/Psychometrist, your primary responsibility is to offer...

  • Executive Assistant

    5 months ago


    Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our Hollard Life Solutions busines unit. We are looking to recruit an Executive Assistant. **Responsibilities and Outputs**: - Co-ordinate and facilitate the implementation, monitoring and review of strategic projects in the Life Solutions business. - Assist in the...

  • Od Manager Assessments

    4 months ago


    Parktown, South Africa Rand Mutual Assurance Full time

    **The Job at a Glance** Reporting to the Head of Organisational Effectiveness the incumbent will provide strategic and tactical OD consulting and management support in areas pertaining to, competency framework maintenance, assessment strategy and execution, team effectiveness, organisational wellbeing, leadership development, culture interventions, and...

  • Technical Specialist

    5 months ago


    Parktown, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Minimum Requirements**: **Education**: - Bachelor’s Degree in Business Management or Accounting or relevant field - Experience in managing high level customer engagement within the Insurance and Financial Services Sector **Experience**: - 5+ years’ experience within the Insurance Operations and Financial Services Sector - 3+...


  • Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our Group Services - Human Capital Team. We are looking to recruit the **Remuneration & Benefits Specialist.** **Job Purpose** The main purpose of the role is to design, implement and administrate reward strategies for Hollard with the goal of creating a robust and...


  • Parktown, South Africa Rand Mutual Assurance Full time

    **The Job at a Glance** The Leadership Development Specialist will be responsible for designing, developing and building leadership capability across the organisation. **WHAT WILL YOU DO?** **Development of learning material (products, systems, soft skills, compliance and technical)**: - Develop Learning material to meet the defined and intended...

  • Project Manager

    5 months ago


    Parktown, South Africa Rand Mutual Assurance Full time

    **THE JOB AT A GLANCE** As the Project Manager, you will be responsible for overseeing the planning, implementation and tracking of specific medium to long term (6 to 24 months) RMA projects with specific deliverables as identified by Senior Management. **WHAT WILL YOU DO?** **Plan the project** - Define the scope of the project in collaboration with...


  • Parktown, South Africa HotelJobs.co.za Full time

    Building and maintaining relationships with Key Accounts based in the allocated international regions. - International Sales Strategy - develop a strategy for each Key Account to grow their business with us. - Keep up to date with markets/ movements/ changes/ challenges/ opportunities and communicate back to the sales team. - Monitor bookings per property to...


  • Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our Insure, Business Assurance area. We are looking to recruit a Risk and Compliance Manager. Role Objectives: This role is responsible for delivering 1st line risk and compliance support to Hollard Insure. The individual will be responsible for contributing to the...


  • Parktown, South Africa Rand Mutual Assurance Full time

    **THE JOB AT A GLANCE** The Learning Design and Development Specialist will be responsible for designing, developing and maintaining functional e-learning programmes and assessments for all Business Units. You will also be responsible for the end-to-end management and involvement in projects by ensuring that all project deliverables are met in line with L&D...

  • Regional Sales Manager

    5 months ago


    Parktown, South Africa Career Pathfinders Full time

    **Regional Sales Manager** Multi award winning - World Class 5* Game Lodges & Retreats Group is looking for a Regional Sales Manager Parktown Gauteng Responsible for maintaining regional agents, fostering relationships with new gents and creating new business opportunities to support the MORE accommodation revenue budget. KEY FOCUS AREAS - Building and...


  • Parktown, South Africa Rand Mutual Assurance Full time

    The Learning Design and Development Specialist will be responsible for designing, developing and maintaining functional e-learning programmes and assessments for all Business Units. You will also be responsible for the end-to-end management and involvement in projects by ensuring that all project deliverables are met in line with L&D processes. **WHAT WILL...

  • Data Analyst

    5 months ago


    Parktown, South Africa Rand Mutual Assurance Full time

    **THE JOB AT A GLANCE** **WHAT WILL YOU DO?** **Data Management** - Determine the most reliable source for data. - Develop and maintain databases by acquiring data from primary and secondary sources and build scripts that will make our data evaluation process more flexible or scalable across data sets. - Assist in the classification, collection, cleaning,...


  • Parktown, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our Group Services - Human Capital Team. We are looking to recruit the Employee Experience Specialist. **Job Purpose** The main purpose of the Employee Experience Specialist is to focus on creating and maintaining a positive and engaging work environment for Hollard...