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Professional Financial Planner

2 weeks ago

Umhlanga, KwaZulu-Natal, South Africa PPS Full time
Job Overview

Purpose of the Job:

The key objective of this role is to provide professional financial services to clients or 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 in line with their needs.

This is a commission-based role of 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.

Responsibilities
  • Providing suitable advice to best fit the needs and requirements of professionals
  • Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
  • Meeting clients to understand their financial objectives
  • Explaining complex information relating to Financial Advisory in a clear and effortless way
  • Managing, maintaining, and building new and existing client relationships
  • Growing a client book within the first 24 months and consistently thereafter
  • Adhering to compliance, operational procedures, and practice management standards
  • Staying abreast of product information, performance, and industry changes
  • Building a professional network and sustainable business within the professional market