Financial Advisor Boland at PPS

Job Advert Summary    
Purpose of the Job:

• The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Minimum Requirements    
Formal Qualifications:

• Matric (Grade12)
• Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
• NQF 7 and above qualifiction is highly  advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities    
Main duties and responsibilities:

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market

Closing Date    
2023/08/29