Details
Closing Date 2024/07/09
Reference Number PPS220805-8
Job Type Permanent
Job Title Financial Advisor WC North, Boland, Karoo
Business Unit Advice and Distribution
Department Financial Advisory
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Stellenbosch, Boland, the Karoo
Job Advert Summary 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 role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.
Formal Qualifications: Matric (Grade12)Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimumNQF 7 and above qualifiction is highly advantageousRE 5 completedSuccessful completion of supervisory processFAIS fit and proper and accreditedPostgraduate Diploma in Financial Planning advantageousCFP advantageousExperience and Knowledge: 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces2 years' expereince in Financial PlanningKnowledge and understanding of the dynamics of the professional client marketExperience and track record in high-performance sales environmentsKnowledge of best practice in Financial Planning and Financial Advisory ServicesKnowledge and understanding of financial planning through meaningful client engagementsComputer Literacy: Proficient in MS OfficeExperience using a CRM systemExperience using financial planning softwareInterpersonal and Intrapersonal Skills: Strong sales, interpersonal and business-orientated person with the acumen to build client relationshipsA passion for the financial planning environmentRelationship management and networking skillsAble to plan and manage time effectivelyAnalytical and numerical skills with the ability to analyse and interpret statistical informationImpeccable work ethicAble to work independentlyStrong communicationHigh attention to detailTeam-orientatedSelf-motivated and highly drivenResilience and tenacityPreference 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 - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record
The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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. Duties and Responsibilities Main duties and responsibilities: Providing suitable advice to best fit the needs and requirements of professionalsPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning toolsMeeting clients to understand their financial objectivesExplaining complex information relating to Financial Advisory in a clear and effortless wayManaging, maintaining and building new and existing client relationshipsGrowing a client book within the first 24 months and consistently thereafterAdhering to compliance, operational procedures and practice management standardsStaying abreast of product information, performance and industry changesBuilding a professional network and sustainable business within the professional market
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