Graduate Intern: Financial Advisor — Exciting Ultimate Role

Experience No previous work experience is required, as this is a graduate opportunity.

Reference number PPS260914-1

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Are you naturally curious, eager to learn, and ready to develop your capabilities? Do you hold an NQF Level 7 or 8 qualification in a commercial or legal field? If so, kick start your career with PPS in the new year!

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This 24-month graduate internship program is designed for aspiring financial advisors and will commence in February. The purpose of the role is to equip graduates to provide professional financial advice to clients as accredited PPS representatives. The successful candidate will:

• Be recorded on the Financial Sector Conduct Authority (FSCA) representative register.
• Source and engage prospective clients.
• Build trusted relationships and conduct needs-based analysis.
• Recommend appropriate PPS financial solutions aligned with each client’s needs and goals.
• Focus on long‑term insurance, wills, and investments.
• Serve the postgraduate and professional market, helping clients protect and achieve their financial goals.

Successful completion of the program will provide a pathway to becoming a commission‑earning financial advisor.

Education

• Matric (Grade 12).
• A completed NQF Level 7 qualification in Business, Finance, Economics, Legal, or a similar discipline (equivalent to a bachelor's degree, bachelor of technology, or advanced diploma in South Africa).
• Preference will be given to candidates with a postgraduate diploma or honours qualification in Financial Planning.

Experience

• No previous work experience is required, as this is a graduate opportunity.

Skills and Competencies

• Knowledge or ability to develop cold‑calling and sales‑closing techniques.
• Ability to engage professionally and build rapport with clients.
• Strong networking and relationship‑building capabilities.
• Excellent verbal, written, and presentation skills.
• Results‑oriented with motivation to achieve targets.
• Effective negotiation and presentation skills for individual and group engagements.
• Strong organizational and time‑management skills.
• High attention to detail and accuracy.
• Ability to work independently in a fast‑paced environment.
• Resilience and constructive management of workplace pressure.
• Self‑motivated and proactive with a commitment to achieving goals.

Duties and Responsibilities

• Identify and generate prospective client leads.
• Contact prospective clients through outbound and cold‑calling activities.
• Build a professional network and sustainable business within the graduate professional market.
• Meet with prospective clients in person and virtually.
• Prepare and present tailored proposals and financial solutions.
• Manage client onboarding and provide after‑sales support.
• Implement suitable financial advice that meets clients’ needs.
• Organize small worksite marketing events at client offices.
• Develop and grow a sustainable personal client portfolio.

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Learnership programs

Internship opportunities

Your application will only be considered if you meet the following criteria:

• You are a South African citizen.
• You are younger than age 34.
• You hold or will complete an NQF Level 7 or higher qualification during 2026.
• If holding a foreign qualification, it must be accompanied by a SAQA Certificate of Evaluation (SCoE).
• Those who have previously participated in an internship or graduate development program within the insurance industry (INSETA) are not eligible to apply.

Closing Date: 2026-12-15

Reference Number: PPS260914-1

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