Graduate Financial Planner: Client Growth & Workshops

PPS Recruitment; Worcester; Vor Ort; ZAR 89.000 - 134.000; Vollzeit

Zusammenfassung

PPS Recruitment in Worcester, Western Cape, seeks a Graduate Advisor to build a professional practice by marketing risk and investment products from an established platform. This three-year internship is designed as a springboard for a young graduate, with target orientation and incentive remuneration tied to sales targets.

You will prospect, host workshops for students and young professionals, educate clients on sound financial principles, and expand PPS student member client base while

Qualifikationen

• Prospective candidate will build a client base among young professionals.
• Internship lasts three years, designed as a springboard into finance.
• Target-oriented with incentive remuneration.

Aufgaben

• Host financial workshops for students and young professionals.
• Educate existing clients on financial principles.
• Guide graduates to make informed financial choices.
• Liaise with PPS Marketing Specialist on campus activities.
• Make appointments with PPS student members to discuss products.
• Build a client base by selling PPS student product range.
• Adhere to financial industry regulations and stay updated.

Kenntnisse

Prospecting

Client relations

Written communication

Oral communication

Presentation

Reliability

Resilience

Ausbildung

CFP (advantageous)

Tools

MS Office

Jobbeschreibung

PPS Recruitment in Worcester, Western Cape, seeks a Graduate Advisor to build a professional practice by marketing risk and investment products from an established platform. This three-year internship is designed as a springboard for a young graduate, with target orientation and incentive remuneration tied to sales targets.

You will prospect, host workshops for students and young professionals, educate clients on sound financial principles, and expand PPS student member client base while