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 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 work remotely within the province of Limpopo 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.

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and / or de-identify such personal information.

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