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
