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. Because this period is recognised as the building period, the intern will have to be target-orientated and motivated by incentive remuneration, as the package is incentivised and linked to sales targets.

The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base.

• Have a very focused approach towards becoming a professional Financial Planner
• Building a client base by selling the PPS student product range to PPS student members
• Hosting financial workshops for students and young professionals
• Educate existing clients on sound financial principles
• Must be willing to be mentored and trained by experienced managers in this newly developed model
• Guiding students and young professionals on making 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
• Adhering to the regulation and compliance process of the financial industry
• Staying up to date and excel in terms of qualifications and knowledge of the financial industry

Formal Qualifications:

• Matric (Grade 12)
• A relevant Bachelor’s 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

Computer Literacy:

• Computer Literate (MS Office Package)

Interpersonal and Intrapersonal Skills:

• 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