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
Resilience and Tenacity
Emotional Intelligence
Preference will be given to Employment Equity candidates
Please send your applications to RECRUITMENT@PPS.CO.ZA