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

What are the Requirements?

To be considered, applicant should meet the following minimum requirements:

• Matric (Grade 12)
• A relevant B degree or equivalent qualification
• CFP would be advantageous
• Computer Literate (MS Office Package) 

Competencies:

• Able to relate to customers within a diverse market
• Customer focused 
• Good verbal and written communication skills       
• Good presentation skills
• Results-driven
• Quality-orientated                       
• Reliable                                         
• Resilient
• Preference will be given to Employment Equity candidates

How to apply?

To apply for the PPS 2021 Graduate Advisor Internship CLICK HERE

Closing date: Undisclosed

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