Graduate Financial Planner Internship for Young Professionals

PPS Recruitment; Wes-Kaap; Presencial; ZAR 100 000 - 145 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Oral communication

Written communication

Presentation skills

Reliability

Resilience

Quality oriented

MS Office

Ferramentas

MS Office

Descrição da oferta de emprego

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.