Financial Advisor KwaZulu Natal

1 week ago

Durban, KwaZulu-Natal, South Africa PPS Full time R250 000 - R500 000 per year
Closing Date
2026/01/31

Reference Number
PPS

Job Type
Permanent

Job Title
Financial Advisor KwaZulu Natal

Business Unit
Advice and Distribution

Department
Internal Distribution, Financial Advisory

Location - Country
South Africa

Location - Province
KwaZulu-Natal

Location - Town / City
Durban, Umhlanga, Ridgeside Office Park

Job Advert Summary

Purpose of the Job:

The key purpose of this role is to provide professional financial services to a client or a member. 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 the client's needs.

Scope of the Job:

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 tied agency role of own lead generation.

We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13.

We provide work tools (laptop with headset and 3G card).

The position is hybrid for one living within a commutable distance to Umhlanga and open to agreement on in-office days for one working remotely in outlying areas of the KwaZulu Natal province.

Minimum Requirements

Formal Qualifications:
  • Matric (Grade 12)
  • Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
  • FAIS recognised NQF level L7 and above qualification is highly advantageous
  • RE 5 completed
  • Successful completion of supervisory process
  • FAIS fit and proper
  • Postgraduate Diploma in Financial Planning advantageous
  • CFP advantageous
Experience and Knowledge:
  • 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
  • 2 years' Financial Planning experience
  • Knowledge and understanding of the dynamics of the professional client market
  • Experience and track record in high-performance sales environments
  • Knowledge of best practice in Financial Planning and Financial Advisory Services
  • Knowledge and understanding of financial planning through meaningful client engagements
  • Experience prospecting for clients
Computer Literacy:
  • Proficient in MS Office
  • Experience using a CRM system preferable
  • Experience using financial planning software
Interpersonal and Intrapersonal Skills:
  • Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
  • A passion for the financial planning environment
  • Relationship management and networking skills
  • Able to plan and manage time effectively
  • Analytical and numerical skills with the ability to analyse and interpret statistical information
  • Impeccable work ethic
  • Able to work independently
  • Strong communication
  • High attention to detail
  • Team-orientated
  • Self-motivated and highly driven
  • Strong presentation skills
  • Resilience and tenacity
  • Emotional Intelligence
Duties and 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
The position is open only to South African citizens

The individual must have a valid driver's license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements/recent account statements or recent proof of payments if record is adverse

The individual must be FAIS fit, proper and long term insurance accredited

You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

  • Finance Officer

    6 days ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R250 000 - R750 000 per year

    Listing reference: ukzn_000693Listing status: OnlineApply by: 28 October 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: Kwazulu NatalContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionRESEARCH & COLLEGE DIVISIONS, FINANCE OFFICER - ASSETS, (PEROMNES GRADE 9), CHS AND CAES FINANCE OFFICE...

  • Alumni Relations Officer

    6 days ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R250 000 - R450 000 per year

    Listing reference: ukzn_000697Listing status: OnlineApply by: 30 October 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionCORPORATE RELATIONS DIVISION, ALUMNI RELATIONS OFFICER, (PEROMNES GRADE 10), CORPORATE AFFAIRS(ALUMNI OFFICE),...

  • Senior Lecturer

    18 hours ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R400 000 - R800 000 per year

    Listing reference: ukzn_000649Listing status: OnlineApply by: 26 October 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal is one of the top Universities in South Africa and in the top 500 Universities...

  • Senior Lecturer

    18 hours ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R400 000 - R800 000 per year

    Listing reference: ukzn_000659Listing status: OnlineApply by: 26 October 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal is one of the top Universities in South Africa and in the top 500 Universities...

  • Senior Lecturer

    17 hours ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R400 000 - R800 000 per year

    Listing reference: ukzn_000650Listing status: OnlineApply by: 26 October 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal is one of the top Universities in South Africa and in the top 500 Universities...

  • Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time R600 000 - R1 200 000 per year

    Company DescriptionTescon Financial Advisors is a juristic representative of Discovery Life Limited. Discovery Life Limited is a registered long-term insurer and an authorized financial services provider. Tescon Financial Advisors offers a range of financial services and products. The company is dedicated to providing clients with tailored financial...

  • Lecturer NGAP

    6 days ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R104 000 - R250 000 per year

    Listing reference: ukzn_000709Listing status: OnlineApply by: 14 November 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal (UKZN) is committed to meeting the objectives of Employment Equity to improve...

  • Lecturer NGAP

    5 days ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R104 000 - R250 000 per year

    Listing reference: ukzn_000710Listing status: OnlineApply by: 23 November 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal (UKZN) is committed to meeting the objectives of Employment Equity to improve...

  • Lecturer NGAP

    5 days ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R250 000 - R500 000 per year

    Listing reference: ukzn_000711Listing status: OnlineApply by: 23 November 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal (UKZN) is committed to meeting the objectives of Employment Equity to improve...

  • Professor / Associate Professor (Industrial Psychology)

    6 days ago

    Durban, KwaZulu-Natal, South Africa University of Kwazulu-Natal Full time R900 000 - R1 200 000 per year

    Listing reference: ukzn_000657Listing status: OnlineApply by: 26 October 2025Position summaryIndustry: Education & TrainingJob category: University and AcademyLocation: DurbanContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe University of KwaZulu-Natal is one of the top Universities in South Africa and in the top 500 Universities...