Professional Financial Planner

2 months ago


Sandton, South Africa PPS Recruitment Full time

About the Role:

This is a commission-based position that involves providing 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 meet the client's needs.

Key Responsibilities:

  • Implementing financial solutions for clients and members
  • Sourcing and retaining a membership and client base
  • Providing financial planning, advice, and sales in risk insurance, savings, and investments
  • Assisting with wills, tax, and estate planning

Requirements:

  • Graduate degree in a relevant field
  • Experience in long-term insurance financial planning
  • Familiarity with servicing the professional market
  • PPS niche market expertise

What We Offer:

A commission-based role with opportunities for growth and development in a dynamic and professional environment.



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