Financial Services Specialist Pretoria/Tshwane

1 month ago


Sandton, South Africa PPS Recruitment Full time
Purpose of the Role

The primary objective of this position is to provide expert financial guidance to clients or 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 Job

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 PPS's niche market. The role requires self-generated leads.



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