Graduate Intern: Financial Advisor

Neptune; Cape Town; On-site; ZAR 89,000 - 134,000; Full time

Job summary

PPS in Cape Town offers a 24-month Graduate Internship for aspiring financial advisors, starting in February. The role involves sourcing and engaging prospective clients, building trusted relationships, and performing needs-based analysis to recommend PPS financial solutions aligned with each client’s goals.

Successful completion provides a pathway to a commission-earning advisor career, focusing on long-term insurance, wills, and investments for the postgraduate/professional market.

Qualifications

• Graduate internship programme for aspiring financial advisors, commencing in February.
• Pathway to a career as a commission-earning financial advisor after completion.

Responsibilities

• Source and engage prospective clients.
• Build trusted relationships with clients.
• Conduct needs-based analysis to understand client goals.
• Recommend PPS financial solutions aligned with client needs and goals.

Skills

Client sourcing

Needs-based analysis

Relationship building

Financial advisory

Job description

Are you naturally curious, eager to learn, and ready to develop your capabilities? Start your career with PPS in the new year.

This 24-month graduate internship programme for aspiring financial advisors commences in February. The purpose of the role is to equip graduates to provide professional financial advice to clients as accredited PPS representatives. The incumbent will be appointed as advice representative and recorded on the Financial Sector Conduct Authority (FSCA) representative register. The successful candidate will source and engage prospective clients, build trusted relationships, conduct needs-based analysis, and recommend appropriate PPS financial solutions aligned with each client’s needs and financial goals.

Successful completion of the programme will provide a pathway to a career as a commission-earning financial advisor. The role will focus on long-term insurance, wills, and investments, serving the postgraduate and professional market and helping clients protect and achieve their financial goals and build long-term wealth.

Graduate Intern: Financial Advisor - Cape Town, ZA