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Financial Adviser Mpumalanga
| Closing Date | 2025/01/29 |
| Reference Number | PPS220722-8 |
| Job Type | Permanent |
| Job Title | Financial Adviser Mpumalanga |
| Business Unit | Advice and Distribution |
| Department | Financial Advisory |
| Location – Country | South Africa |
| Location – Province | Mpumalanga |
| Location – Town / City | Remote pending an office in Mbombela |
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 role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.
Minimum Requirements
Formal Qualifications:
Matric (Grade 12)
Relevant commercial/legal/related industry specific NQF L6 tertiary qualification is the minimum preferable
NQF L7 and higher is highly advantageous
RE 5 completed
FAIS fit and proper
Successful completion of supervisory process
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’ experience in Financial Planning
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
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
Key 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
Preference will be given to Employment Equity candidates
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 proof of payments if adverse record
The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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.
Financial Adviser Johannesburg
| Closing Date | 2025/02/28 |
| Reference Number | PPS231106-1 |
| Job Type | Permanent |
| Job Title | Financial Adviser Johannesburg |
| Business Unit | Advice and Distribution |
| Department | Financial Advisory |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Johannesburg, Parktown |
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 financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding 4-year or higher qualifications that is PPS niche market. It is a role of own lead generation.
Minimum Requirements
Formal Qualifications:
Matric (Grade12)
Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is the preferred minimum
NQF level 7 and above qualification is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper and accredited
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’ experience in Financial Planning
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
Computer Literacy:
Proficient in MS Office
Experience using a CRM system
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
Main 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
Preference will be given to Employment Equity candidates
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, SAPS clearance certificate or letters of payment arrangements/recent proof of payments if adverse record
The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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.
Financial Adviser WC North – Boland/Winelands
| Closing Date | 2024/12/06 |
| Reference Number | PPS220805-8 |
| Job Type | Permanent |
| Job Title | Financial Adviser WC North – Boland/Winelands |
| Business Unit | Advice and Distribution |
| Department | Financial Advisory |
| Location – Country | South Africa |
| Location – Province | Western Cape |
| Location – Town / City | Remote pending an office in Stellenbosch, Boland |
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 role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.
Minimum Requirements
Formal Qualifications:
Matric (Grade12)
Relevant commercial/legal/industry specific NQF L6 tertiary qualification is the preferred minimum
NQF L7 and above qualifiction is highly advantageous
RE 5 completed
Successful completion of supervisory process
FAIS fit and proper and accredited
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’ expereince in Financial Planning
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
Computer Literacy:
Proficient in MS Office
Experience using a CRM system
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
Main 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
Preference will be given to Employment Equity candidates
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 proof of payments if adverse record
The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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.
Financial Adviser WC South – Cape Town
| Closing Date | 2024/12/06 |
| Reference Number | PPS220714-1 |
| Job Type | Permanent |
| Job Title | Financial Adviser WC South – Cape Town |
| Business Unit | Advice and Distribution |
| Department | Financial Advisory |
| Location – Country | South Africa |
| Location – Province | Western Cape |
| Location – Town / City | Cape Town, Newlands or Durbanville |
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 role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.
Minimum Requirements
Formal Qualifications:
Matric (Grade 12)
Relevant commercial/legal/industry specific NQF L6 tertiary qualification is the minimum preferred
NQF L7 and higher 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’ experience in Financial Planning
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
Computer Literacy:
Proficient in MS Office
Experience using a CRM system
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
Preference will be given to Employment Equity candidates.
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 and recent proof of payments if adverse record
The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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.
Financial Adviser KwaZulu Natal
| Closing Date | 2025/01/31 |
| Reference Number | PPS221003-3 |
| Job Type | Permanent |
| Job Title | Financial Adviser KwaZulu Natal |
| Business Unit | Advice and Distribution |
| Department | Financial Advisory |
| Location – Country | South Africa |
| Location – Province | KwaZulu-Natal |
| Location – Town / City | Ridgeside Office Park, Umhlanga |
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 role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.
Minimum Requirements
Formal Qualifications:
Matric (Grade 12)
Relevant commercial/legal/industry specific NQF L6 tertiary qualification is preferable
NQF 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
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
Preference will be given to Employment Equity candidates.
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 proof of payments if adverse record
The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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.
Financial Adviser Pretoria/Tshwane
| Closing Date | 2024/11/30 |
| Reference Number | PPS221006-2 |
| Job Type | Permanent |
| Job Title | Financial Adviser Pretoria/Tshwane |
| Business Unit | Advice and Distribution |
| Department | Financial Advisory |
| Location – Country | South Africa |
| Location – Province | Gauteng |
| Location – Town / City | Pretoria/Tshwane, Lynnwood |
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, We are looking for experienced Financial Planners who are graduates 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.
Minimum Requirements
Formal Qualifications:
Matric (Grade 12)
FAIS recognised (relevant commercial/legal/industry specific) NQF L6 formal qualification is non-negotiable [please do not apply if you hold a formal qualification that is not FAIS recognised]
NQF L7 and above 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
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
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
Key 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
Preference will be given to Employment Equity candidates
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 – required to provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements and an account statement if record is adverse
The individual must be FAIS fit, proper and accredited – obtained RE5 within 2 years of DOFA. Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification
PPS has in place a COVID-19 Vaccination Policy. As a responsible employer, PPS encourages you to vaccinate and take the recommended vaccine boosters. The Company reserves the right to amend this stance, as and when required.
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.
All the best with your applications
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