Financial Advisor WC North (Boland)

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 of a higher focus on risk insurance, followed by savings and investments as well as wills, tax and estate planning. Referrals are made to the in-house Fiduciary Services department, the in-house Short-Term Insurance division and the medical aid subsidiary (Profmed). The ideal candidate is an experienced and target driven holistic financial planner, a graduate themselves familiar with servicing the degreed intern and professional market that is PPS's niche market holding 4-year or higher qualificat...