Practice Consultant
3 months ago
**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
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