Financial Advisor Mpumalanga

PPS; Durban; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in South Africa seeks a qualified financial planner to deliver expert advice and grow a professional membership base. This commission-only role involves developing personalized financial solutions for clients while excelling in sales performance within a structured compliance environment. Candidates must possess a strong academic background in finance and proven experience in client service.

Benefits

Home-office allowance

Work tools provided

Commission-based performance incentives

Qualifications

• 3 years' experience in financial services sales, preferably in risk and investment.
• 2 years' financial planning experience focused on professionals.
• Proven sales record and strong understanding of client market dynamics.

Responsibilities

• Providing tailored financial advice to professionals.
• Building and maintaining client relationships.
• Ensuring compliance with industry standards and procedures.

Skills

Sales

Relationship management

Client engagement

Analytical skills

Communication

Presentation

Education

Matric (Grade 12)

FAIS recognized NQF level 7 or above qualification

Postgraduate Diploma in Financial Planning

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 tailored to their needs.

Scope Of The Job

This is a commission-based role involving holistic financial planning, advice, and sales in risk insurance (ideally 70%), savings and investments, as well as wills, tax, and estate planning. The ideal candidate is an experienced, target-driven financial planner, familiar with servicing the degreed professional market, holding at least a 4-year or higher qualification, 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%, with performance-based mobility up the risk commission splits. The position is commission-only from month 13.

Work tools such as a laptop, headset, and 3G card are provided. The position allows remote work within the province of Mpumalanga, pending a PPS provincial office, with a monthly home-office allowance.

Requirements

Formal Qualifications

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

Experience and Knowledge

• At least 3 years’ experience in financial services sales, particularly in risk and investment spaces
• 2 years' financial planning experience
• Understanding of the professional client market dynamics
• Proven track record in high-performance sales environments
• Knowledge of best practices in financial planning and advisory services
• Experience in client engagement and financial planning
• Experience in lead generation and prospecting

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 and relationship management skills
• Effective time management
• Analytical and numerical skills
• Impeccable work ethic
• Ability to work independently
• Strong communication and presentation skills
• Attention to detail
• Team-oriented, self-motivated, resilient, and emotionally intelligent

Duties and Responsibilities

• Providing tailored financial advice to professionals
• Preparing and presenting proposals using financial planning tools
• Understanding clients' financial objectives
• Explaining complex financial information clearly
• Managing and building client relationships
• Growing the client base within 24 months and maintaining it
• Ensuring compliance with procedures and standards
• Staying updated with industry and product information
• Building a professional network within the market

The position is open only to South African citizens with a valid driver’s license and access to reliable transportation. Candidates must have clear credit and criminal records, provide recent financial statements or proof of payment, and be FAIS fit, proper, and accredited for long-term insurance.

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