Financial Advisor Pretoria / Tshwane

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.

Formal Qualifications

1. Matric (Grade 12)
2. FAIS recognised (relevant commercial / legal / industry specific) NQF level 6 formal qualification is non-negotiable
3. NQF level 7 and above highly advantageous
4. RE 5 completed
5. Successful completion of supervisory process
6. FAIS fit and proper
7. Postgraduate Diploma in Financial Planning advantageous
8. CFP advantageous

Experience and Knowledge

1. 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
2. Knowledge and understanding of the dynamics of the professional client market
3. Experience and track record in high-performance sales environments
4. Knowledge of best practice in Financial Planning and Financial Advisory Services
5. Knowledge and understanding of financial planning through meaningful client engagements
6. Experience prospecting for own clients

Computer Literacy

1. Proficient in MS Office
2. Experience using a CRM system preferable
3. Experience using financial planning software

Interpersonal and Intrapersonal Skills

1. Strong sales, interpersonal, and business-orientated person with the acumen to build client relationships
2. A passion for the financial planning environment
3. Relationship management and networking skills
4. Able to plan and manage time effectively
5. Analytical and numerical skills with the ability to analyse and interpret statistical information
6. Impeccable work ethic
7. Able to work independently
8. Strong communication
9. High attention to detail
10. Team-orientated
11. Self-motivated and highly driven
12. Resilience and tenacity

Key Responsibilities

1. Providing suitable advice to best fit the needs and requirements of professionals
2. Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
3. Meeting clients to understand their financial objectives
4. Explaining complex information relating to Financial Advisory in a clear and effortless way
5. Managing, maintaining, and building new and existing client relationships
6. Growing a client book within the first 24 months and consistently thereafter
7. Adhering to compliance, operational procedures, and practice management standards
8. Staying abreast of product information, performance, and industry changes
9. Building a professional network and sustainable business within the professional market

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 and obtained FAIS recognised NQF level 5 or higher qualification within 6 years of DOFA.