Senior Financial Services Specialist

4 weeks ago


Sandton, South Africa PPS Recruitment Full time

Purpose of the Role:

The primary objective of this position is to deliver high-quality financial services to clients and members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing PPS financial solutions tailored to their needs.

Scope of the Role:

This is a commission-based role that involves holistic financial planning, advice, and sales in risk insurance (ideally 70% focus), savings, and investments, as well as wills, tax, and estate planning. We are seeking experienced Financial Planners who are graduates themselves, familiar with servicing the degreed professional market, holding 4-year or higher qualifications that align with the PPS niche market. This role involves self-generated leads.



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