Financial Advisor KwaZulu Natal

Job Description,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 JobThis 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., Requirements,Formal QualificationsMatric (Grade 12)Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferableFAIS recognised NQF level L7 and above qualification is highly advantageousRE 5 completedSuccessful completion of supervisory processFAIS fit and properPostgraduate Diploma in Financial Planning advantageousCFP advantageousExperience And Knowledge2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces2 years' Financial Planning experienceKnowledge and understanding of the dynamics of the professional client marketExperience and track record in high-performance sales environmentsKnowledge of best practice in Financial Planning and Financial Advisory ServicesKnowledge and understanding of financial planning through meaningful client engagementsExperience prospecting for clientsComputer LiteracyProficient in MS OfficeExperience using a CRM system preferableExperience using financial planning softwareInterpersonal And Intrapersonal SkillsStrong sales, interpersonal and business-orientated person with the acumen to build client relationshipsA passion for the financial planning environmentRelationship management and networking skillsAble to plan and manage time effectivelyAnalytical and numerical skills with the ability to analyse and interpret statistical informationImpeccable work ethicAble to work independentlyStrong communicationHigh attention to detailTeam-orientatedSelf-motivated and highly drivenStrong presentation skillsResilience and tenacityEmotional Intelligence, Duties and Responsibilities,Providing suitable advice to best fit the needs and requirements of professionalsPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning toolsMeeting clients to understand their financial objectivesExplaining complex information relating to Financial Advisory in a clear and effortless wayManaging, maintaining and building new and existing client relationshipsGrowing a client book within the first 24 months and consistently thereafterAdhering to compliance, operational procedures and practice management standardsStaying abreast of product information, performance and industry changesBuilding a professional network and sustainable business within the professional marketThe position is open only to South African citizensThe individual must have a valid driver’s license and their own reliable vehicle or access to oneThe 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 adverseThe individual must be FAIS fit, proper and long term insurance accreditedYou 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.