Financial Advisor Johannesburg

Job Purpose

The key purpose of this role is to provide professional financial services to a client or a member.

Scope of the Job

This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning.

Requirements

• Matric (Grade 12)
• Relevant commercial / legal / industry-specific NQF level 6 tertiary qualification (preferred minimum)
• NQF level 7 and above qualification (highly advantageous)
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning (advantageous)
• CFP (advantageous)
• 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
• Experience using financial planning software
• Strong sales, interpersonal and business-orientated skills
• Passion for the financial planning environment
• Relationship management and networking skills
• Ability to plan and manage time effectively
• Analytical and numerical skills
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-oriented
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional intelligence

Duties and Responsibilities

Additional Information

We offer a lucrative risk commission structure with a commission split on a range from 55% to %.

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.

You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to applicable South African law, request that PPS delete or de-identify such information.

Employment type : Full‑time, Seniority level : Mid‑Senior level, Job function : Finance and Sales.

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