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Professional Financial Consultant

1 week ago

Randburg, Gauteng, South Africa PPS Full time
Job Description

The primary objective of this role is to provide expert financial services to a client or 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.

Main Responsibilities:
  • Providing tailored 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.