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Financial Advisor Wc North - Boland / Cape Winelands

Pps Recruitment

Stellenbosch

On-site

ZAR 300 000 - 700 000

Full time

22 days ago

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Job summary

An established industry player is seeking a dynamic Financial Advisor to provide expert financial services to professionals in the Boland and Cape Winelands regions. This commission-based role focuses on holistic financial planning, including risk insurance, investments, and estate planning. The ideal candidate will possess a strong sales background, a passion for financial advisory, and the ability to build lasting client relationships. With a competitive commission structure and the opportunity for personal lead generation, this role is perfect for self-motivated individuals looking to thrive in a high-performance environment. Join a forward-thinking team and make a meaningful impact on clients' financial futures.

Qualifications

  • 2+ years in financial services sales, especially in risk and investment.
  • Experience in financial planning and client engagement is essential.

Responsibilities

  • Provide tailored financial advice to professionals based on their needs.
  • Grow and maintain a client base while adhering to compliance standards.

Skills

Sales Skills
Client Relationship Management
Analytical Skills
Communication Skills
Time Management
Networking Skills

Education

Matric (Grade 12)
NQF Level 6 Qualification
NQF Level 7 Qualification
Postgraduate Diploma in Financial Planning
CFP Certification

Tools

MS Office
CRM System
Financial Planning Software

Job description

Job Title : Financial Advisor WC North - Boland / Cape Winelands

Business Unit : Advice and Distribution

Location - Country : South Africa

Location - Province : Western Cape

Location - Town / City : Remote pending an office in Stellenbosch

Job Advert Summary 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 role of own lead generation.

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

Formal Qualifications :

  1. Matric (Grade 12)
  2. Relevant commercial / legal / industry specific NQF level 6 tertiary qualification is the preferred minimum
  3. NQF level 7 and above qualification is highly advantageous
  4. RE 5 completed
  5. Successful completion of supervisory process
  6. FAIS fit and proper and accredited
  7. Postgraduate Diploma in Financial Planning advantageous
  8. CFP advantageous

Experience and Knowledge :

  1. 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
  2. 2 years' experience in Financial Planning
  3. Knowledge and understanding of the dynamics of the professional client market
  4. Experience and track record in high-performance sales environments
  5. Knowledge of best practice in Financial Planning and Financial Advisory Services
  6. Knowledge and understanding of financial planning through meaningful client engagements
  7. Experience prospecting for clients

Computer Literacy :

  1. Proficient in MS Office
  2. Experience using a CRM system
  3. Experience using financial planning software

Interpersonal and Intrapersonal Skills :

  1. Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
  2. A passion for the financial planning environment
  3. Relationship management and networking skills
  4. Able to plan and manage time effectively
  5. Analytical and numerical skills with the ability to analyse and interpret statistical information
  6. Impeccable work ethic
  7. Able to work independently
  8. Strong communication
  9. High attention to detail
  10. Team-orientated
  11. Self-motivated and highly driven
  12. Resilience and tenacity

Main Duties and Responsibilities :

  1. Providing suitable advice to best fit the needs and requirements of professionals
  2. Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
  3. Meeting clients to understand their financial objectives
  4. Explaining complex information relating to Financial Advisory in a clear and effortless way
  5. Managing, maintaining and building new and existing client relationships
  6. Growing a client book within the first 24 months and consistently thereafter
  7. Adhering to compliance, operational procedures and practice management standards
  8. Staying abreast of product information, performance and industry changes
  9. Building a professional network and sustainable business within the professional market

Preference will be given to Employment Equity candidates.

The individual must have a valid driver's license and their own reliable vehicle or access to one.

The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements / recent proof of payments if adverse record.

The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA.

Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification.

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