Graduate Advisor

4 weeks ago

Durban, Saudi Arabia PPS Full time

Minimum Requirements

Formal Qualifications:

  • A relevant Bachelors degree or equivalent qualification is required
  • CFP would be advantageous
  • South African driver’s license and must have own transport

Experience and Knowledge:

  • Insurance industry-related knowledge and experience would be advantageous
  • Knowledge of the PPS product range and PPS membership would be an advantage

Computer Literacy:

  • Computer Literate MS Office Package

Interpersonal and Intrapersonal Skills:

  • Relating to customers within a diverse market
  • Communication in writing.
  • Communicating orally with good presentation skills.
  • Quality orientated.
  • Reliable.
  • Customer focussed.
  • Resilient
  • Results driven.

Duties and Responsibilities

  • Have a very focused approach toward becoming a professional Financial Planner.
  • Host financial workshops for students and young professionals.
  • Educate existing clients on sound financial principles.
  • Guide students and young professionals to make the correct financial choices from the start.
  • Liaise with a PPS Marketing Specialist on all marketing activities and workshops on campus.
  • Make appointments with existing PPS student members to discuss the PPS student product range and benefits.
  • Build a client base by selling the PPS student product range to PPS student members.
  • Adhere to the regulation and compliance process of the financial industry. 
  • Stay up to date and excel in terms of qualifications and knowledge of the financial industry.
  • Must be willing to be mentored and trained by experienced managers in this newly developed model. 

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