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  • Posted: Aug 3, 2020
    Deadline: Not specified
  • 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, ...
    Read more about this company


    Financial Advisor

    Purpose of the Job:
    An exciting career opportunity has become available for a Financial Advisor in the PPS Financial Advisory department. 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. The individual must have a valid driver’s licence and own reliable vehicle. The role is based in Parktown.
    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 suitable business within the professional market

    Formal Qualifications:

    • Relevant Commercial/Financial Tertiary qualification (NQF 7)
    • RE 5
    • Postgraduate Diploma in Financial Planning Advantageous
    • CFP Advantageous
    • Successful completion of supervisory process

    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
    • Excellent telephone skills.
    • Ability to thrive in a team selling environment.

    Method of Application

    Interested and qualified? Go to PPS on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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