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

**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 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**:

- Able to relate to customers within a diverse market
- Customer focused
- Good verbal and written communication skills
- Good presentation skills
- Results-driven
- Quality-orientated
- 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