Financial Advisor KwaZulu Natal

Purpose of the Job:

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 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.

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 tied agency role of own lead generation.

We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13.

We provide work tools (laptop with headset and 3G card).

The position is hybrid for one living within a commutable distance to Umhlanga and open to agreement on in-office days for one working remotely in outlying areas of the Kwa Zulu Natal province.

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• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
• FAIS recognised NQF level L7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

• 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
• 2 years' Financial Planning experience
• 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
• Experience prospecting for clients

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

• 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

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• 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,…