Financial Advisor Boland, Karoo

2 months ago

Stellenbosch Western Cape, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Purpose of the Job**:
**Scope of the Job**:
**Minimum Requirements**:
**Formal Qualifications**:

- Matric (Grade12)
- Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum
- NQF 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

**Experience and Knowledge**:

- 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces
- 2 years' expereince in 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

**Computer Literacy**:

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

**Interpersonal and Intrapersonal Skills**:

- 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

The individual must have a valid driver’s license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record

The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification

PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.

**Duties and Responsibilities**:
**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

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