Financial Advisor Mpumalanga

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 is a tied agency role of own lead generation.

We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13.

We provide work tools (laptop with headset and 3G card).

The position works remotely within the province of Mpumalanga pending a PPS provincial office. A monthly home-office allowance is offered in this remote working case within the province.

Requirements

Formal Qualifications

• Matric (Grade 12)
• Relevant commercial / legal / industry specific NQF level 6 tertiary qualification is preferable
• FAIS recognised NQF level L7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience And Knowledge

Computer Literacy

Interpersonal And Intrapersonal Skills

Duties and Responsibilities

The position is open only to South African citizens.

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 and SAPS clearance certificate or letters of payment arrangements / recent account statements or recent proof of payments if record is adverse.

The individual must be FAIS fit, proper and long term insurance accredited

#J-18808-Ljbffr