Financial Advisor Pretoria

Job Advert Summary

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 long term insurance financial advisor role, a tied agent meeting targets across risk insurance, retirement planning, investments, savings, wills, estate planning and making referrals to the fiduciary services, short term insurance and medical aid business units.

The ideal candidate is an experienced and target driven financial planner of a hunter profile, an individual familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market. It is a tied agency role of own lead generation.

We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. A downward adjusting allowance is paid in the early months plus commission.

We provide work tools (laptop with headset and 3G card).

The office base is in Lynnwood.

Minimum Requirements

Formal Qualifications:

• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
• FAIS recognised NQF level L7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience and Knowledge:

• 3 years’ experience in the Financial Services industry in a Sales role within the risk insurance and investment spaces
• 2 years' of Financial Advisory experience
• Life Assurance knowledge and experience
• 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 in own lead generation and 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

• 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 position is open only to South African citizens

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, proper and long term insurance accredited - have obtained RE5 within 2 years of DOFA and hold a recognised NQF L5 or higher qualification.

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.