Financial Advisor Johannesburg

Join to apply for the Financial Advisor Johannesburg role at PPS

Join to apply for the Financial Advisor Johannesburg role at PPS

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.

Job Description,

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 financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding 4-year or higher qualifications that is PPS niche market. It is a role of own lead generation.

We offer a lucrative risk commission structure with a commission split on a range from 55% to 110%.

, Requirements ,

Formal Qualifications

• Matric (Grade12)
• Relevant commercial / legal / industry specific NQF level 6 tertiary qualification is the preferred minimum
• NQF level 7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience And Knowledge

Computer Literacy

Interpersonal And Intrapersonal Skills

, Duties and Responsibilities ,

Main Duties And Responsibilities

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, 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 a FAIS recognised NQF level 5 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.

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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