Graduate Advisor

2 weeks ago


Pretoria, Gauteng, South Africa PPS Recruitment Full time

Job Advert Summary:

This is a three-year internship position and is designed to be used as a springboard to launch a young graduate
professional's career in the financial industry.

The Graduate Advisor will be responsible for prospecting and building a client base within the young

Minimum Requirements:

Formal Qualifications:

  • Matric (Grade 12)
  • A relevant Bachelors degree or equivalent qualification is required
  • CFP would be advantageous
  • South African driver's license and must have own transport

Experience and Knowledge:

  • Insurance industryrelated knowledge and experience would be advantageous
  • Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

  • Computer Literate (MS Office Package)

Interpersonal and Intrapersonal Skills:

  • Able to relate to customers within a diverse market
  • Customer focused
  • Good verbal and written communication skills
  • Good presentation skills
  • Resultsdriven
  • Qualityorientated
  • Reliable
  • Resilient

Duties and Responsibilities:

  • Have a very focused approach toward becoming a professional Financial Planner
  • Hosting financial workshops for students and young professionals
  • Educating existing clients on sound financial principles
  • Guiding students and young professionals to make the correct financial choices from the start
  • Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
  • Making appointments with existing PPS student members to discuss the PPS student product range and benefits
  • Building a client base by selling the PPS student product range to PPS student members
  • Adhering to the regulatory and compliance process of the financial industry
  • Staying up to date and excelling in terms of qualifications and knowledge of the financial industry
  • Must be willing to be mentored and trained by experienced managers in this newly developed model


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