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  • Posted: Mar 5, 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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    Training Specialist - Financial Advisory

    Purpose of the Job

    • To lead the design, development and delivery of relevant and appropriate curricula suited to the Financial Advisory and Specialist Financial Planning environment. The successful incumbent will liaise with internal stakeholders and align curricula outcomes to ensure strategic alignment to business objectives. The individual will further be required to actively engage in providing financial planning services to members of PPS with the aim of maintaining relevancy of skills and knowledge.

    Key Responsibilities

    • Providing staff with the necessary support required to enhance knowledge and competencies
    • Providing administrative and systems-related training and support
    • Developing learning materials and assessments
    • Liaising with key stakeholders to ensure quality delivery of training
    • Explaining complex information relating to Financial Planning in a clear and simple way
    • Identifying innovative and relevant learning related platform solutions for effective training delivery
    • Scheduling regular training courses and events
    • Implementing various training programmes and solutions
    • Researching key industry trends and compiling learning aids for staff
    • Staying abreast of and developing a deeper understanding of the complexities of Financial Planning, industry changes as well as an increased knowledge of products used for implementation
    • Conducting research and analysis on all areas of financial planning
    • Adhering to compliance, operational procedures and practice management standards
    • Remaining current and relevant by means of client acquisitions aligned with business objectives

    Desired Experience & Qualification

    • Formal Qualifications
    • Tertiary qualification (industry related)
    • Post graduate diploma in Financial Planning (CFP)
    • Successful completion of RE1 and RE5 Regulatory Examinations
    • Certificate in Programme Development advantageous
    • Qualified Assessor and Moderator


    Experience and Knowledge

    • 5 or more years’ experience in a Financial Planning Training and Development role
    • 3-5 years’ experience as a Financial Planner or Advisor
    • 5-10 years Industry Experience
    • Computer Literacy
    • Computer literacy: MS Outlook, MS Word, MS Excel, MS PowerPoint, Visio
    • Experience in Financial Planning software preferable
    • Interpersonal and Intrapersonal Skills
    • Presentation and effective communication skills
    • Analytical skills for problem-solving
    • Passionate and purposeful
    • Creative and resourceful
    • Networking and relationship builder
    • Organisational skills and attention to detail
    • Multi-tasking and ability to meet deadlines
    • Adaptive to an ever-changing business environment
    • Team-orientated
    • Energetic and creative
    • Self-motivated and highly driven
    • Self-disciplined to work unsupervised
    • Resilient and tenacious

    Method of Application

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

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