Graduate Advisor (Boland)

PPS Recruitment; Wes-Kaap; On-site; ZAR 100,000 - 145,000; Full time

Job summary

PPS Recruitment is seeking a Graduate Advisor to build a professional financial planning practice by marketing risk and investment products from an established platform. This three-year internship emphasizes prospecting and building a client base among young professionals and students.

Ideal candidates may have CFP advantages, SA-driver license, and knowledge of PPS products. You will be mentored by experienced managers in a growth-focused model and be incentive-driven based on targets.

Qualifications

• CFP would be advantageous.
• South African driver’s license and must have own transport.
• Insurance industry knowledge advantageous.
• Knowledge of the PPS product range and PPS membership advantageous.
• Computer literacy in MS Office.

Responsibilities

• Develop a professional financial planning mindset and build a client base.
• Host financial workshops for students and young professionals.
• Educate existing clients on sound financial principles.
• Guide students and young professionals to make informed financial choices from the start.
• Coordinate with PPS Marketing Specialist on campus marketing activities and workshops.
• Meet PPS student members to discuss PPS student products and benefits.
• Build a client base by selling PPS student products to PPS student members.
• Adhere to industry regulation and compliance processes.

Skills

Oral communication

Written communication

Presentation skills

Reliability

Resilience

Quality oriented

MS Office

Tools

MS Office

Job description

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. 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.

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.