Financial Planning Professional WC South

1 month ago


Durban, KwaZulu-Natal, South Africa PPS Recruitment Full time

Purpose of the Role:

The key objective of this position is to provide professional financial services to clients and members. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions that cater to their needs.

Scope of the Role:

This is a commission-based role of holistic financial planning, advice, and sales in risk insurance, with a focus on sourcing and growing a client base. The ideal candidate is an experienced and target-driven financial planner, with a graduate degree and a strong understanding of the degreed professional market. The role involves own lead generation, with a competitive risk commission structure and a range of 55% to 110% commission split.

Responsibilities:

  • Provide professional financial services to clients and members
  • Sourcing, retaining, and growing a membership and client base for eligible professionals
  • Implementing PPS financial solutions that cater to client needs
  • Own lead generation and managing client relationships


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