Graduate Advisor

**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 professional student base.

**Minimum Requirements**:
**Formal Qualifications**:

- 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 industry-related 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**:

- Relating to customers within a diverse market
- Communication in writing.
- Communicating orally with good presentation skills.
- Quality orientated.
- Reliable.
- Customer focussed.
- Resilient
- Results driven.

**Duties and Responsibilities**:

- Have a very focused approach toward becoming a professional Financial Planner.
- Host financial workshops for students and young professionals.
- Educate existing clients on sound financial principles.
- Guide students and young professionals to make the correct financial choices from the start.
- Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
- Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
- Build a client base by selling the PPS student product range to PPS student members.
- Adhere to the regulation and compliance process of the financial industry.
- Stay up to date and excel 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.