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This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry.

The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well-established platform. The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. The successful incumbent must have their own vehicle and driver’s license.

Duration: 3 Years Internship

Main duties and Responsibilities:

• Have a very focused approach towards becoming a professional Financial Planner
• Hosting financial workshops for students and young professionals
• Educating existing clients on sound financial principles
• Guiding students and young professionals to make the correct financial choices from the start
• Liaising with a PPS Marketing Specialist on all marketing activities and workshops on campus
• Making appointments with existing PPS student members to discuss the PPS student product range and benefits
• Building a client base by selling the PPS student product range to PPS student members
• Adhering to the regulatory and compliance process of the financial industry
• Staying up to date and excelling 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

Competencies:

• Computer Literate (MS Office Package)
• Results-driven
• Resilient
• Reliable
• Able to relate to customers within a diverse market
• Customer focused
• Good verbal and written communication skills
• Good presentation skills
• Quality-orientated

How to Apply

Formal Qualifications:

• Matric (Grade 12)
• A relevant B degree or equivalent qualification
• CFP would be advantageous

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

Apply Online for the PPS: Graduate Advisor Internship Opportunity 2021 / 2022

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