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  • Posted: Dec 21, 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


    Graduate Advisor (Cape Town)

    Purpose of the Job:  

    This is a three-year internship position that is designed to be used as a springboard to launch a young graduate professional’s career in the Financial industry. The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a wellestablished platform. Because this period is recognised as the building period, the intern will have to be targetorientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.  

    Main duties and responsibilities:  

    • Building a client base by selling the PPS student product range to PPS student members 
    • Guiding students and young professionals to make the correct financial choices from the start by providing them with sound compliance and financial advice 
    • Hosting financial workshops to students and young professionals 
    • Educating existing clients on sound financial principles 
    • Have a very focused approach towards becoming a professional financial planner 
    • Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
    • Making appointments with existing PPS student members to discuss the PPS student product range and benefits 
    • Willingness to be mentored and trained by experienced managers in this newly-developed model
    • Staying up to date and excel in terms of qualifications and knowledge of the financial industry 
    • Adhering to the regulation and compliance process of the financial industry  

    Formal Qualifications:  

    • A relevant B degree or equivalent qualification 
    • CFP would be advantageous  

    Experience and Knowledge:  

    • Insurance industry related knowledge and experience would be advantageous
    • Knowledge of the PPS product range and PPS membership would be an advantage  

    Computer Literacy:  

    • MS Office package  

    Interpersonal and Intrapersonal Skills:  

    • Relating to customers within a diverse market 
    • Communicating in writing 
    • Communicating orally with good presentation skills 
    • Quality-orientated 
    • Reliable  
    • Customer-focused 
    • Resilient 
    • Results-driven

    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.

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