Financial Advisor Limpopo

Overview

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 holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS\' niche market. It

It is a tied agency role of own lead generation.

Responsibilities

• Source, retain, and grow a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.
• Provide professional financial services to a client or a member.
• Engage in holistic financial planning, advice and sales in risk insurance, savings and investments, wills, tax and estate planning.
• Operate as a tied agency role of own lead generation.

Compensation and Conditions

Tools and Work Arrangement

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