Financial Advisor KwaZulu Natal

PPS; Durban; Hybrid; ZAR 350,000 - 600,000; Full time

Job summary

A leading financial services firm is seeking a financial planner to provide tailored solutions to clients. The role is commission-based, focused on risk insurance, savings, and investments. Ideal candidates should have at least 2 years' experience in financial services and relevant qualifications. The position offers flexible working arrangements with tools provided and a robust support structure, encouraging career growth.

Benefits

Competitive commission structure

Flexible work arrangements

Career mobility opportunities

Qualifications

• At least 2 years’ experience in financial services sales, particularly in risk and investment.
• Understanding of the professional client market.
• Proven high-performance sales track record.

Responsibilities

• Providing tailored financial advice to professionals.
• Managing and expanding client relationships.
• Preparing and presenting financial proposals.

Skills

Sales

Relationship Building

Analytical Skills

Networking

Time Management

Education

Matric (Grade 12)

NQF level 6 qualification

NQF level 7 or above (FAIS recognized)

Postgraduate Diploma in Financial Planning

CFP qualification

Tools

MS Office

CRM systems

Financial planning software

Job description

Job Description

Purpose of the Job:

The key purpose of this role is to provide professional financial services to clients or members. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions aligned with client needs.

Scope Of The Job

This is a commission-based role involving holistic financial planning, advice, and sales in risk insurance (preferably 70%), savings and investments, wills, tax, and estate planning. The ideal candidate is an experienced, target-driven financial planner, familiar with servicing the degreed professional market, holding a 4-year or higher qualification within PPS's niche market.

The role is tied to agency lead generation. We offer a competitive risk commission structure ranging from 55% to 100%, with performance-based mobility. The position becomes commission-only from month 13.

We provide work tools (laptop, headset, 3G card). The position is hybrid, suitable for those living within commuting distance to Umhlanga, with flexible in-office days for remote workers in KwaZulu Natal.

Requirements

Formal Qualifications

• Matric (Grade 12)
• Relevant NQF level 6 tertiary qualification (preferable)
• FAIS recognized NQF level 7 or above (highly advantageous)
• RE 5 completed
• Successful supervisory process completion
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning (advantageous)
• CFP (advantageous)

Experience and Knowledge

• At least 2 years’ experience in financial services sales, particularly in risk and investment spaces
• 2 years’ financial planning experience
• Understanding of the professional client market
• Proven high-performance sales track record
• Knowledge of financial planning best practices
• Experience prospecting clients

Computer Literacy

• Proficient in MS Office
• Experience with CRM systems (preferable)
• Experience with financial planning software

Interpersonal and Intrapersonal Skills

• Strong sales and relationship-building skills
• Passion for financial planning
• Networking skills
• Effective time management
• Analytical and numerical skills
• Strong work ethic, independence, and communication skills
• Attention to detail, team orientation, self-motivation
• Presentation skills, resilience, emotional intelligence

Duties and Responsibilities

• Providing tailored financial advice to professionals
• Preparing and presenting proposals using financial planning tools
• Understanding clients’ financial goals
• Explaining complex financial information clearly
• Managing and expanding client relationships
• Growing the client base within 24 months and maintaining it
• Adhering to compliance and operational standards
• Staying updated on industry and product changes
• Building a professional network within the market

The position is open only to South African citizens. The candidate must have a valid driver’s license, own reliable transport, and clear credit and criminal records. Proof of recent payments or SAPS clearance is required if records are adverse. The candidate must be FAIS fit, proper, and long-term insurance accredited.

You acknowledge that any information supplied to PPS is provided voluntarily and constitutes consent for processing for employment and compliance purposes. You may request the cessation or deletion of your personal information at any time in accordance with South African law.