KwaZulu-Natal Financial Advisor - Hybrid, Commission-Based

PPS; Durban; Híbrido; ZAR 180 000 - 520 000; Tempo integral

Resumo da oferta

PPS in Durban is seeking a driven Financial Planner to source, retain and grow a membership and client base by delivering PPS financial solutions tailored to professionals. The role combines holistic financial planning with sales achievements in risk, savings and investments.

This is a tied agency role with commission-based earnings, tools provided, and a hybrid work arrangement near Umhlanga, open to in-office days for remote areas across KwaZulu Natal.

Qualificações

• Matric (Grade 12) and FAIS aligned qualifications.
• NQF level 6 tertiary qualification preferable.
• RE 5 completed and supervisory process.
• FAIS fit and proper and CFP advantageous.

Responsabilidades

• Providing suitable advice to best fit professionals' needs.
• Preparing and presenting proposals using financial planning tools.
• Meeting clients to understand financial objectives and explain complex information clearly.
• Managing and growing a client book, building professional networks.

Conhecimentos

Sales ability

Relationship building

Communication

Analytical skills

Time management

Self-motivation

Emotional intelligence

Formação académica

Matric (Grade 12)

NQF level 6 tertiary qualification

FAIS NQF level 7+ qualification

RE 5 completed

Supervisory process completed

FAIS fit and proper

Postgraduate Diploma in Financial Planning (advantageous)

CFP (advantageous)

Ferramentas

MS Office

CRM system

Financial planning software

Descrição da oferta de emprego

PPS in Durban is seeking a driven Financial Planner to source, retain and grow a membership and client base by delivering PPS financial solutions tailored to professionals. The role combines holistic financial planning with sales achievements in risk, savings and investments.

This is a tied agency role with commission-based earnings, tools provided, and a hybrid work arrangement near Umhlanga, open to in-office days for remote areas across KwaZulu Natal.