Graduate Advisor (Bloemfontein)

PPS Recruitment; Bloemfontein; On-site; ZAR 67,000 - 112,000; Full time

Job summary

PPS Recruitment is seeking a Graduate Advisor intern for three years in Bloemfontein to kickstart a career in the financial industry. You will prospect, build a client base among students and young professionals, and participate in marketing and training activities on campus.

The role emphasizes professional development, mentorship, and meeting sales targets within an incentivised remuneration framework. This internship is designed as a springboard into a professional practice.

Qualifications

• Very focused on becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students to make correct financial choices from the start.
• Liaise with PPS Marketing Specialist on campus activities.
• Build a client base by selling PPS student products.

Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry.
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed model.

Skills

Customer relations

Written communication

Oral presentation

Quality oriented

Reliability

Resilience

Prospecting

Marketing financial products

Education

Driver’s license

CFP advantageous

Tools

MS Office

Job description

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.

The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.

Formal Qualifications:

• CFP would be advantageous
• South African driver’s license and must have own transport

Experience and Knowledge:

• Insurance industry-related knowledge and experience would be advantageous
• Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

• Computer Literate (MS Office Package)

Interpersonal and Intrapersonal Skills:

• Relating to customers within a diverse market
• Communication in writing.
• Communicating orally with good presentation skills.
• Quality orientated.
• Reliable.
• Resilient

Duties and Responsibilities

• Have a very focused approach toward becoming a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make the correct financial choices from the start.
• Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
• Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
• Build a client base by selling the PPS student product range to PPS student members.
• Adhere to the regulation and compliance process of the financial industry.
• Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
• Must be willing to be mentored and trained by experienced managers in this newly developed model.