Financial Advisor WC North - Boland / Cape Winelands

Neptune; Stellenbosch; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading company in financial services seeks a skilled financial planner to provide professional services tailored to clients' needs. This commission-based role focuses on risk insurance, savings, and holistic financial advice, targeting degreed professionals. Ideal candidates will possess proven sales skills and the ability to generate leads independently.

Qualifications

• Experienced financial planner with a university degree.
• Familiar with the degreed professional market.
• Ability to generate own leads.

Responsibilities

• Provide holistic financial planning, advice, and sales.
• Focus 70% on risk insurance, savings, investments, and estate planning.
• Sourcing, retaining, and growing a membership/client base.

Skills

Leadership

Sales

Financial Planning

Client Management

Target-driven

Education

4-year degree or higher

Job description

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 role of own lead generation.

We have a competitive risk commission structure with a commission split on a range of 55% to 110%.