Financial Advisor WC North (Boland

Location
- Country South Africa

Location
- Province Western Cape

Location
- Town / City Cape Town and remote working from the Cape Winelands, Breede River Valley, Central Karoo and the West Coast

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.

Scope of the Job:

This is a commission-based role of holistic financial planning; advice and sales of a higher focus on risk insurance, followed by savings and investments as well as wills, tax and estate planning. Referrals are made to the in-house Fiduciary Services department, the in-house Short-Term Insurance division and the medical aid subsidiary (Profmed). The ideal candidate is an experienced and target driven holistic financial planner, a graduate themselves familiar with servicing the degreed intern and professional market that is PPS's niche market holding 4-year or higher qualifications.

It is a long term insurance tied agent 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. This is a commission only position from month 13.

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

The position works remotely for those living at the West Coast, Cape Winelands, Breede River Valley and Central Karoo. PPS Insurance does have provincial offices in Newlands and Durbanville, Cape Town for hybrid work of those within commutable distance.

• Matric (Grade
  12)
• Relevant commercial/legal/industry specific NQF level 6 qualification is preferable
• FAIS recognised NQF level 7 and above qualifiction is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper, and accredited
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

• 2 years' experience in the Financial Services industry in a direct sales role within the risk and investment spaces
• 2 years' expereince in holistic Financial Planning
• 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
• 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
• Resilience and tenacity

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 sustainable business within the professional market

The position is only open to South African citizens

The individual must have a valid driver's…