Financial Planners

Overview

PPS offers a comprehensive suite of financial, investment, and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is a licensed insurer conducting life insurance business, a licensed controlling company, and an authorized FSP. For more information, visit

Role Description

This is a full-time on-site role for a Financial Planner located in Port Elizabeth. The Financial Planner will be responsible for providing comprehensive financial planning services, developing personalized financial plans, offering retirement planning advice, and ensuring clients' financial goals are met. Day-to-day tasks include meeting with clients, analyzing their financial situations, preparing financial plans, and recommending appropriate financial products and services.

Qualifications

• Financial Planning and Personal Financial Planning skills
• Certified Financial Planner (CFP) designation
• Experience in Finance and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to work independently and provide client-focused solutions
• Bachelor's degree in Finance, Economics, or a related field is preferred

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