Financial Advisor WC South - Cape Town

PPS; Durbanville; Hybrid; ZAR 50,000 - 90,000; Part time

Benefits offered by this job

Competitive commission structure

Work tools provided

Job summary

PPS in Durbanville seeks a target-driven financial planner to provide professional financial services. This role focuses on growing membership by implementing tailored financial solutions. It is commission-based, requiring experience in the financial sector.

Applicants must hold a relevant NQF qualification and have experience in financial planning. Strong interpersonal skills and sales abilities are essential for building client relationships.

Qualifications

• 3 years’ experience in the Financial Services industry.
• 2 years' experience in Financial Planning.
• Knowledge of the professional client market.

Responsibilities

• Providing suitable advice to professionals' needs.
• Preparing proposals for clients using financial tools.
• Managing client relationships and adhering to compliance.

Skills

Sales skills

Interpersonal skills

Analytical skills

Networking skills

Emotional Intelligence

Education

Matric (Grade 12)

NQF level 6 tertiary qualification

NQF level L7 qualification

Postgraduate Diploma in Financial Planning

CFP certification

Tools

MS Office

CRM systems

Financial planning software

Job description

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 familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market.

It is a tied agency role of own lead generation.

We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission-only position from month 13.

We provide work tools (laptop with headset and 3G card).

The position has an option of remote work only if at the Helderberg and Overberg regions.

Requirements

Formal Qualifications

• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
• FAIS recognised NQF level L7 and above qualification is 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

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

Computer Literacy

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal and Intrapersonal Skills

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities

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

Position is open only to South African citizens.

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‑month commission statements and SAPS clearance certificate or letters of payment arrangements, recent account statements or recent proof of payments if record is adverse.

The individual must be FAIS fit, proper and long-term insurance accredited.