Careers

​   Position: Financial Advisor Business Unit: Advice and Distribution (A&D) Business Area: Financial Advisory Reporting Line: Regional Manager Locations: Inland and Coastal: Johannesburg, Tshwane, Limpopo (remote), Mpumalanga (remote), Cape Winelands, Durban, Gqeberha/Port Elizabeth, Cape Town   Purpose of the Job: Exciting career opportunities have become available for Financial Advisors in PPS Insurance Financial Advisory. The key purpose of this role0 is to provide professional financial services to a client/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.   Main duties and responsibilities of this commission-based position of advice and sales in long-term insurance, wills, estate planning and investments are:

• 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

  Formal Qualifications:

• FAIS recognised NQF L6 tertiary qualification is the preferable minimum (NQF L7 and above highly advantageous)
• RE 5 completed
• Successful completion of supervisory process
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

  Experience and Knowledge:

• 2 years’ experience in the Financial Services industry in a sales and advice role within the risk and investment spaces
• Knowledge and understanding of the dynamics of the degreed 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

  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 The individual must be FAIS fit and proper (have RE5 and relevant NQF5 or higher) Work tools like a laptop are provided A tiering and production-linked vesting allowance is paid for the first 12 months   Please conduct research on www.pps.co.za/plan/financial-advisory   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 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.   To apply for the role in a region commutable to you, please visit the Careers page on the company website https://www.pps.co.za/ or access our job portal using the following link: Click Here   You may email your queries to nphewa1@pps.co.za