Legal Advisor

RPO Recruitment; Paarl; On-site; ZAR 300,000 - 700,000; Full time

Job summary

An established industry player is seeking a dynamic financial planner to deliver professional financial services to clients. This commission-based role focuses on holistic financial planning, including risk insurance, savings, investments, and estate planning. The ideal candidate will be target-driven, possess a relevant 4-year degree, and excel in lead generation. By implementing tailored financial solutions, you will help clients navigate their financial needs while enjoying a competitive commission structure. Join a vibrant team where your expertise will make a significant impact in the financial services sector.

Qualifications

• Experienced financial planner familiar with servicing degreed professionals.
• Target-driven with a strong focus on risk insurance and financial solutions.

Responsibilities

• Provide professional financial services to clients and members.
• Source, retain, and grow a membership and client base.

Skills

Financial Planning

Sales Skills

Client Relationship Management

Lead Generation

Education

Bachelor's Degree (4-year or higher)

Job description

The key purpose of this role is to provide professional financial services to a client or a member.

The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.

Scope of the Job:

This is a commission-based role of holistic financial planning, advice, and sales in risk insurance (ideally 70% focus), savings and investments, as well as wills, tax, and estate planning.

The ideal candidate is an experienced and target-driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market.

It is a role of own lead generation. We have a competitive risk commission structure with a commission split on a range of 55% to %.