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.
Minimum Requirements
Formal Qualifications:
Matric (Grade12)
Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
NQF 7 and above qualification is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper and accredited
Postgraduate Diploma in Financial Planning advantageous
CFP advantageous
Experience and Knowledge:
2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
2 years' experience in Financial Planning
Knowledge and understanding of the dynamics of the 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
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
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 - 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.
Duties and Responsibilities
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
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