Team Leader

Pps Recruitment; Cape Town; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a dedicated team leader to enhance client experiences in the financial services sector. This role involves motivating a high-performing team, ensuring efficient operations, and fostering continuous improvement in processes and systems. With a focus on accountability and effective communication, you'll play a crucial role in driving team success and managing client relationships. Join a forward-thinking company that values mutual growth and offers a dynamic environment where your leadership can make a significant impact.

Qualifications

• 3-5 years experience in financial services or asset management.
• Proven people management experience of at least 3 years.

Responsibilities

• Manage daily team functions to enhance client experience.
• Identify areas for improvement and initiate change.

Skills

Team Management

Client Relationship Management

Analytical Thinking

Effective Communication

Business Acumen

Education

Bachelor's Degree

Diploma

Tools

MS Office

CRM Systems

Job description

Job Description

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa.

Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality.

This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in.

We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

Purpose of the job

Ensure exceptional client and adviser experience through efficient, effective, and personalized servicing.

Build a high-performing team focused on making it easy to do business with us (within the rules), with a focus on continuous improvement of people, processes, and systems to deliver a great client experience and enhance our service offering.

Motivate and lead a team to success.

Ideal experience

3 – 5 years' experience within the financial services / LISP / Asset Management industry.

Minimum 3 years proven people management experience.

Knowledge of the Investment Platform industry with understanding of all applicable regulations: FICA, FAIS, FSB subcategory licensing, TCF, Section 14, Section 37C, and other relevant legislation frameworks.

Experience in administration processing environments.

Proven ability to effect change and improve effectiveness through analysis, innovation, leadership, and stakeholder buy-in.

Relevant tertiary qualification or equivalent – Bachelor's Degree or Diploma.

Competencies and personality attributes

• Accountability
• Effective communication (written and verbal)
• Analytical thinking
• Building and maintaining relationships
• Resilience
• Team success
• Business acumen

Systems knowledge

Knowledge of MS Office; CRM system exposure is an advantage.

Main duties and responsibilities

• Manage daily team functions to drive efficiency, quality, productivity, and a positive client experience.
• Influence team morale, commitment, and engagement.
• Set performance standards and address non-adherence.
• Identify areas for improvement in people, processes, and systems, and initiate change.
• Manage change regarding new products, legislation, and processes.
• Support reporting and business intelligence through data analysis.
• Build and maintain relationships with clients and stakeholders.
• Collaborate with peers to achieve business results.
• Address administrative and service issues proactively.
• Manage and resolve escalations efficiently.
• Identify operational risks proactively.