Financial Planner — Risk & Investments (Remote)

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

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.