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 NQF L6 tertiary qualification is the preferred minimum
- NQF L7 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-oriented 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-oriented
- Self-motivated and highly driven
- Strong presentation skills
- Resilience and tenacity
- Emotional Intelligence
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
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.
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.
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