PPS: Financial Advisors (Johannesburg)

Position: Financial Advisors (3D)

Closing Date: 30 November 2020

Department: Financial Advisory

Reporting Line: Regional Manager

Location: Johannesburg, Parktown

Purpose of the Job:

An exciting career opportunity has become available for a Financial Advisor in the PPS Financial Advisory department. 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. The individual must have a valid driver’s licence and own reliable vehicle. The role is based in Johannesburg.

Main duties and responsibilities:

  • Providing suitable advice to best fit the needs and requirements of professionals

  • Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools

  • Meeting clients to understand their financial objectives

  • Explaining complex information relating to Financial Advisory in a clear and effortless way

  • Managing, maintaining and building new and existing client relationships

  • Growing a client book within the first 24 months and consistently thereafter

  • Adhering to compliance, operational procedures and practice management standards

  • Staying abreast of product information, performance and industry changes

  • Building a professional network and suitable business within the professional market

Formal Qualifications:

  • Relevant Commercial/Financial Tertiary qualification (NQF 7)

  • RE 5

  • Postgraduate Diploma in Financial Planning Advantageous

  • CFP Advantageous

  • Successful completion of supervisory process

Experience and Knowledge:

  • 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces

  • Knowledge and understanding of the dynamics of the professional client market

  • Experience and track record in high-performance sales environments

  • Knowledge of best practice in Financial Planning and Financial Advisory Services

  • Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

  • Proficient in MS Office

  • Experience using a CRM system preferable

  • Experience using financial planning software

Interpersonal and Intrapersonal Skills:

  • Strong sales, interpersonal and business-orientated person with the acumen to build client relationships

  • A passion for the financial planning environment

  • Relationship management and networking skills

  • Able to plan and manage time effectively

  • Analytical and numerical skills with the ability to analyse and interpret statistical information

  • Impeccable work ethic

  • Able to work independently

  • Strong communication

  • High attention to detail

  • Team-orientated

  • Self-motivated and highly driven

  • Strong presentation skills