Holistic Financial Planner – Remote, High-Commission

PPS seeks a target-driven holistic financial planner to source, retain and grow a professional client base in the Western Cape. The role emphasizes risk insurance, savings and investments, wills and estate planning, with referrals to in-house specialists.

In this commission-only position from month 13, you'll lead client engagements, present proposals, and build lasting relationships while ensuring FAIS compliance and RE5 retention.

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