Professional Financial Planner

2 months ago


Stellenbosch, Western Cape, South Africa PPS Recruitment Full time

Job Purpose:

The primary objective of this role is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing comprehensive financial solutions in line with the client's 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. The ideal candidate is an experienced and target-driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market. It is a role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.

Key Responsibilities:

• Sourcing and retaining a client base for eligible professionals

• Implementing comprehensive financial solutions in line with client needs

• Providing expert financial planning, advice, and sales in risk insurance, savings, and investments

• Offering wills, tax, and estate planning services

Requirements:

• 4-year or higher qualifications in a relevant field

• Experience in servicing the degreed professional market

• Target-driven and commission-based sales experience



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