Graduate Intern: Financial Advisor

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

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.

Requirements

Education

• 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.

Experience

• No previous work experience is required, as this is a graduate opportunity.

Skills And Competencies

• Knowledge of, or the ability to develop, effective cold-calling and sales-closing techniques.
• Ability to engage professionally, build rapport, and establish trusted relationships.
• Strong networking and relationship-building capability.
• Excellent verbal, written, presentation, and technical-writing skills.
• Results-oriented and motivated to achieve targets while positively influencing clients.
• Effective negotiation and presentation skills for both individual and group engagements.
• Strong organisational and time-management skills.
• High attention to detail and accuracy.
• Ability to work independently in a fast-paced, target-driven environment.
• Resilience and the ability to manage workplace pressure constructively.
• Self-motivated, disciplined, and proactive, with a strong commitment to achieving personal and business goals.

Duties and Responsibilities

Key Accountabilities

• 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.

Only South African citizens who are under the age of 34 and who hold, or will complete during 2026, an NQF Level 7 or higher qualification will be considered. Please note that a foreign qualification must be accompanied by a SAQA Certificate of Evaluation (SCoE). Please note that those who have previously participated in an internship or graduate development programme within the insurance industry (INSETA) are not eligible to apply.