Graduate Advisor

PPS Recruitment; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency in Cape Town seeks a Graduate Advisor for a three-year internship aimed at building a professional practice. The successful candidate will prospect and build a client base among young professionals while participating in workshops and educational events. A relevant Bachelor's degree and a driver’s license are required. Ideal for motivated individuals looking to start a career in the financial industry with competitive remuneration linked to sales targets.

Qualifications

• Must have a relevant Bachelor's degree or equivalent qualification.
• CFP qualification would be advantageous.
• Must possess a South African driver’s license and own transport.

Responsibilities

• Become a professional Financial Planner.
• Host financial workshops for students.
• Educate clients on sound financial principles.
• Liaise with a marketing specialist on campus.

Skills

Relating to customers within a diverse market

Communication in writing

Communicating orally with good presentation skills

Reliable

Customer focussed

Resilient

Results driven

Education

Relevant Bachelor's degree

CFP qualification

Tools

MS Office Package

Job description

Job Advert Summary

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.

Minimum Requirements

Formal Qualifications:

• A relevant Bachelors degree or equivalent qualification is required
• 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.
• Customer focussed.
• Resilient
• Results driven.

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.