Organisation/ Department: PPS Vacancies ZA Vacancy/ Position: Financial Advisors Eligibility: required qualification Salary/ Compensation: R 14,300.00 per month Location: Gqeberha, Eastern Cape |
Duties & Responsibilities
Main duties and responsibilities:
· Meet clients to understand their objectives
· Prepare and present proposals to existing and potential clients using state of the art financial planning tools
· Explain complex information relating to financial planning in a clear and simple professional way
· Provide suitable advice to best fit the needs and requirements of graduate
· Manage, maintain and build new and existing client relationships
· Adhere to compliance, operational procedures and practice management standards
· Stay abreast with product information, performance and industry changes
· Build a professional network and sustainable business within the graduate professional market
Desired Experience & Qualification
Qualifications
· NQF 7 Relevant (Law, Commercial, related financial services) tertiary qualification
· RE 5 completed
– Completed supervisory process
· CFP Preferable.
Experience
· 2 years’ experience in the financial services industry, especially in a financial advisory/sales role within the risk insurance and investment spaces
· Experience using a CRM system
· Experience using financial planning software
Knowledge
· Elements of financial planning
· Proficient in MS Office suite especially Excel
· Knowledge of the PPS product range and PPS membership would be an advantage.
Competencies
· A passion for financial planning environment
· Enjoys working with graduate professionals
· Team orientated
· Enjoys working in a professional, corporate environment
· Self-motivated and highly driven
· Resilience and tenacity
· Self-discipline to work unsupervised
· Strong presentation skills
· Strong relationship management and networking skills
· Highly ethical.
Package & Remuneration
Tiering, productivity-linked vesting allowance at start plus commission
Fully Commission thereafter
Additional requirements
Must have clear credit and criminal records
Must have a vehicle or access to a vehicle
All appointments are made in line with the Company’s Employment Equity targets
The Company has in place a COVID-19 Vaccination Policy, effective 1 February 2022. Your appointment is conditional; subject to proof of your vaccination certificate when this policy becomes effective.
You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and the yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.