PPS For Professionals

We at PPS are proud of our unique and unmatched business model of “mutuality” in South Africa. Our financial strength and exceptional growth trends inspire a sense of confidence in PPS. Social responsibility is a fundamental part of who we are, and we are recognised as a company of value, integrity and repute. We are committed to transformation and believe in celebrating our dynamic and diverse workforce.​

We offer our employees the kind of environment where everyone matters. We recognise the value of work-life balance and have a genuine concern for the wellbeing of our people and their families. Collaboration is encouraged and rewarded.

We are dedicated to developing people in their roles and offer a stimulating and challenging work environment geared towards growth and innovation. Regular performance feedback is an integral part of our culture and our robust performance management system drives consistency and fairness.

We believe in rewarding our people fairly and offer competitive and flexible benefits. Our people are recognised through various programmes and initiatives, designed to acknowledge their contributions and incentivise exceptional performance.


Position: Financial Advisors (3D)                      

Closing Date: 31 December 2020

Department: Financial Advisory

Reporting Line: Regional Manager

Location: Johannesburg, Parktown


Purpose of the Job:

An exciting career opportunity has become available for a Financial Advisor in the PPS Financial Advisory department. 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. The individual must have a valid driver’s licence and own reliable vehicle. The role is based in Johannesburg.


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 suitable business within the professional market


Formal Qualifications: 

  • Relevant Commercial/Financial Tertiary qualification (NQF 7)
  • RE 5
  • Postgraduate Diploma in Financial Planning Advantageous
  • CFP Advantageous
  • Successful completion of supervisory process


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


Preference will be given to Employment Equity candidates

Please send your applications to recruitment@pps.co.za

Join PPS

PPS offers tailor-made insurance, investment and healthcare solutions exclusively for graduate professionals with an honours level*/equivalent or higher qualification, from a public institution or certain listed private institutions.

*Honours level equivalent qualification includes certain BTechs, 3 year undergraduate degrees or diplomas plus a postgraduate qualification or professional designation.
Join Login