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  • Posted: Jan 16, 2020
    Deadline: Not specified
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    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 that it exists solely for the benefit of its members. Thus, ...
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    Financial Advisor

    To provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining and growing a membership/client base for eligible professionals though implementation of PPS financial solutions in line with the client’s needs and wants.

    Key Responsibilities

    • Meeting with clients to understand their objectives
    • Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
    • Explaining complex information relating to financial planning in a clear and simple way
    • Providing suitable advice to best fit the needs and requirements of graduate professionals
    • Managing, maintaining and building new and existing client relationships
    • Adhering to compliance, operational procedures and practice management standards
    • Staying abreast with product information, performance and industry changes

    Qualifications

    • NQF 5 or 6
    • Completed RE5
    • CFP preferable

    Experience

    • 2 years’ experience in the Financial Services industry, especially in a Sales role within risk and investment planning spaces

    Salary

    • Successful individuals will earn a basic salary for between 6 to 12 months based on qualifications, experience and a proven track record

    Method of Application

    Interested and qualified? Go to PPS on www.linkedin.com to apply

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