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Holistic Financial Planner – Remote
Remote / Online - Candidates ideally in
South Africa
Listed on 2026-07-25
South Africa
Listing for:
PPS
Remote/Work from Home, Commission-based only
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
PPS seeks a target-driven holistic financial planner to source, retain and grow a professional client base in the Western Cape. The role emphasizes risk insurance, savings and investments, wills and estate planning, with referrals to in-house specialists.
In this commission-only position from month 13, you'll lead client engagements, present proposals, and build lasting relationships while ensuring FAIS compliance and RE5 retention.
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