Graduate Advisor

About

Description

This is a three-year internship aimed at launching a graduate’s career in the financial industry. The Graduate Advisor will market risk and investment products, focusing on building a client base among young professionals and students. The role is target-driven, with incentive-based remuneration tied to sales performance, and is intended as a foundation for establishing a long-term professional practice

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

Qualifications

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

Application instructions:

• Click the link to apply. Reference Number PPS250825-2