Financial Advisor KwaZulu Natal

Neptune; Durban; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services firm in Durban is seeking a financial planner to provide comprehensive financial services. Responsibilities include sourcing and growing a client base by implementing tailored financial solutions. Ideal candidates are experienced, target-driven graduates holding a 4-year degree or higher, familiar with the professional market. This position offers a commission structure from 55% to 100% based on performance and allows for hybrid working arrangements.

Benefits

Competitive commission structure

Work tools provided

Flexible working days

Qualifications

• Must have experience in financial services and risk insurance.
• Graduate familiar with servicing the degreed professional market.
• Strong sales and client retention skills.

Responsibilities

• Provide professional financial services to clients or members.
• Source, retain, and grow a client base.
• Implement financial solutions tailored to client needs.

Skills

Financial planning

Client relationship management

Target-driven sales

Education

4-year or higher qualification

Tools

Laptop

Headset

3G card

Job description

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 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 is hybrid for one living within a commutable distance to Umhlanga and open to agreement on in-office days for one working remotely in outlying areas of the KwaZulu Natal province.