Financial Advisor Mpumalanga ID-378

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.

Scope Of The Job

This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market. It is a role of own lead generation.

We have a competitive risk commission structure with a range of 55% to 110% commission split.

, Requirements,

Formal Qualifications

  • Matric (Grade 12)
  • Relevant commercial/legal/related industry specific NQF level 6 tertiary qualification is the minimum preferable
  • NQF level 7 and higher is highly advantageous
  • RE 5 completed
  • FAIS fit and proper
  • Successful completion of supervisory process
  • Postgraduate Diploma in Financial Planning advantageous
  • CFP advantageous

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Experience And Knowledge

  • 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
  • 2 years' experience in Financial Planning
  • 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
  • Experience prospecting for clients

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,

Key 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

The individual must have a valid driver’s license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record

The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA and obtained FAIS recognised NQF L5 or higher qualification within 6 years of DOFA.

PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

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