Purpose Of The JobThe 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 JobThis is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding post-graduate qualifications that is PPS niche market. It is a role of own lead generation.Main Duties and Responsibilities:Providing suitable advice to best fit the needs and requirements of professionals.Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools.Meeting clients to understand their financial objectives.Explaining complex information relating to Financial Advisory in a clear and effortless way.Managing, maintaining and building new and existing client relationships.Growing a client book within the first 24 months and consistently thereafter.Adhering to compliance, operational procedures and practice management standards.Staying abreast of product information, performance and industry changes.Building a professional network and sustainable business within the professional market.Formal Qualifications:FAIS recognised NQF L6 tertiary qualification is the preferable minimum (NQF L7 and above highly advantageous).RE 5 completed.Successful completion of supervisory process.Postgraduate Diploma in Financial Planning advantageous.CFP advantageous.Experience and Knowledge:2 years' experience in the Financial Services industry in a sales and advice role within the risk and investment spaces.Knowledge and understanding of the dynamics of the degreed professional client market.Experience and track record in high-performance sales environments.Knowledge of best practice in Financial Planning and Financial Advisory Services.Knowledge and understanding of financial planning through meaningful client engagements.Computer Literacy:Proficient in MS Office.Experience using a CRM system preferable.Experience using financial planning software.Interpersonal and Intrapersonal Skills:Strong sales, interpersonal and business-orientated person with the acumen to build client relationships.A passion for the financial planning environment.Relationship management and networking skills.Able to plan and manage time effectively.Analytical and numerical skills with the ability to analyse and interpret statistical information.Impeccable work ethic.Able to work independently.Strong communication.High attention to detail.Team-orientated.Self-motivated and highly driven.Strong presentation skills.Resilience and tenacity.Emotional Intelligence.Additional Requirements:Preference will be given to Employment Equity candidates.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.The individual must be FAIS fit and proper (have RE5 and relevant NQF5 or higher).Work tools like a laptop are provided.A tiering and production-linked vesting allowance is paid for the first 12 months.Please conduct research on www.pps.co.za/plan/financial-advisory
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