Financial Advisor KwaZulu Natal

PPS Recruitment; Durban; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in Durban is offering a commission-based role for experienced financial planners. The candidates will provide professional financial services and generate leads for eligible professionals. This hybrid position requires a 4-year degree or higher. The commission structure ranges from 55% to 100%, based on performance, with tools provided for success. The flexibility of in-office days is available for those working remotely in KwaZulu-Natal.

Benefits

Competitive commission structure

Work tools provided

Qualifications

• Experienced and target-driven financial planner.
• Familiar with servicing degreed professionals.
• Must hold a 4-year degree or higher.

Responsibilities

• Provide professional financial services to clients.
• Source, retain, and grow membership and client base.
• Implement PPS financial solutions tailored to client needs.

Skills

Financial planning

Client relationship management

Sales expertise

Education

4-year degree or higher

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.