Financial Advisor Limpopo

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

Job summary

A prominent company is seeking a financial planner to deliver professional financial services. The successful candidate will source and grow a membership and client base using PPS financial solutions tailored to client needs. This commission-only position emphasizes risk insurance, savings, and estate planning, allowing for flexibility in remote working within Limpopo.

Benefits

Monthly home-office allowance

Qualifications

• Experience in financial planning required.
• Familiarity with servicing the degreed professional market.
• Target-driven with ability for lead generation.

Responsibilities

• Provide holistic financial planning and advice.
• Sustain and grow a client base with financial solutions.
• Focus on risk insurance, savings, and investments.

Skills

Financial Planning

Client Relationship Management

Sales

Education

4-year or higher qualification

Tools

Laptop

Headset

3G Data Card

Job description

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 the clients' needs.

Scope of the Job :

This is a commission-based role involving 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, target-driven financial planner, a graduate familiar with servicing the degreed professional market, holding 4-year or higher qualifications, which is PPS's niche market.

It is a tied agency role with own lead generation.

We offer a competitive risk commission structure ranging from 55% to 100%. An advisor’s performance influences mobility up these risk commission splits. This is a commission-only position from month 13 onwards.

Work tools provided include a laptop, headset, and 3G data card.

The position is remote within the province of Limpopo, pending a PPS provincial office. A monthly home-office allowance is provided for remote work within the province.