Graduate Financial Planner Intern – Build Your Client Base

PPS; East London; In loco; ZAR 89.000 - 134.000; Part-time

Descrizione del lavoro

PPS invites graduates to a three-year internship aimed at launching a professional financial planning career. The role focuses on prospecting, building a student-oriented client base, and educating young professionals about PPS products through campus workshops.

You will be mentored by experienced managers, targeting sales through incentive remuneration and strong relationship building with students and PPS members.

Competenze

• Bachelor's degree or equivalent required.
• CFP would be advantageous.
• South African driver's license and own transport.
• Insurance industry knowledge is beneficial.
• Knowledge of PPS product range is an advantage.
• Proficient in MS Office.
• Strong written and oral communication skills.

Mansioni

• Develop as a professional Financial Planner.
• Host financial workshops for students and young professionals.
• Educate clients on sound financial principles.
• Guide students to make informed financial choices.
• Coordinate with PPS Marketing on campus workshops.
• Meet PPS student members to discuss products and benefits.
• Build client base for PPS student products.
• Adhere to regulatory and compliance processes.
• Stay updated on qualifications and industry knowledge.
• Be open to mentorship and training.

Conoscenze

Communication

Presentation

Customer focus

Resilience

Formazione

Bachelor's degree or equivalent

CFP advantageous

Driver's license

Strumenti

MS Office

Descrizione del lavoro

PPS invites graduates to a three-year internship aimed at launching a professional financial planning career. The role focuses on prospecting, building a student-oriented client base, and educating young professionals about PPS products through campus workshops.

You will be mentored by experienced managers, targeting sales through incentive remuneration and strong relationship building with students and PPS members.