Financial Services Specialist Pretoria/Tshwane

2 months ago


Sandton, South Africa PPS Recruitment Full time
Purpose of the Role:
The primary objective of this position is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and expanding a membership and client base for eligible professionals by implementing PPS financial solutions tailored to the client's needs.
Scope of the Role:
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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