Graduate Financial Advisor Trainee: Build Client Wealth

PPS; Johannesburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PPS invites graduates to join a 24-month internship programme starting in February to become accredited PPS representatives and financial advisors for long-term insurance, wills and investments. The role focuses on sourcing clients, needs-based analysis, and building trusted relationships while developing capabilities within a regulated FSCA framework.

No prior work experience is required; matric and an NQF Level 7 qualification are preferred, with priority given to those with a postgraduate

Qualifications

• Matric (Grade 12).
• A completed NQF Level 7 qualification, equivalent to a bachelor’s degree, Bachelor of Technology, or advanced diploma in South Africa.
• Preference will be given to candidates who hold a postgraduate diploma or honours qualification in Financial Planning.

Responsibilities

• Identify and generate prospective client leads.
• Contact prospective clients through outbound and cold-calling activities.
• Build a professional network and a sustainable business within the graduate professional market, both in person and through social media.
• Meet with prospective clients in person and virtually.
• Prepare and present tailored proposals and financial solutions to prospective clients.
• Manage prospective client onboarding and provide ongoing after-sales support.
• Provide and implement suitable financial advice that meets the needs and requirements of graduate professionals.
• Organise small worksite marketing events at client offices.
• Develop and grow a sustainable personal client portfolio.

Job description

PPS invites graduates to join a 24-month internship programme starting in February to become accredited PPS representatives and financial advisors for long-term insurance, wills and investments. The role focuses on sourcing clients, needs-based analysis, and building trusted relationships while developing capabilities within a regulated FSCA framework.

No prior work experience is required; matric and an NQF Level 7 qualification are preferred, with priority given to those with a postgraduate