{"id":4201472,"url":"https://alion.io/job/pps-financial-advisor-pretoria","title":"Financial Advisor Pretoria","company":{"id":2547568,"name":"PPS","domain":"pps.co.za","url":"https://alion.io/company/pps-co-za","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"eRecruit","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pretoria, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-12T22:22:27Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T22:22:27Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Job Advert Summary\nPurpose of the Job:\nThe key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.\nScope of the Job:\nThis is a commission-based long term insurance financial advisor role, a tied agent meeting targets across risk insurance, retirement planning, investments, savings, wills, estate planning and making referrals to the fiduciary services, short term insurance and medical aid business units.\nThe ideal candidate is an experienced and target driven financial planner of a hunter profile, an individual familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market. It is a tied agency role of own lead generation.\nWe have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. A downward adjusting allowance is paid in the early months plus commission.\nWe provide work tools (laptop with headset and 3G card).\nThe office base is in Lynnwood.\nMinimum Requirements\nFormal Qualifications:\nMatric (Grade 12)\nRelevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable\nFAIS recognised NQF level L7 and above qualification is highly advantageous\nRE 5 completed\nSuccessful completion of supervisory process\nFAIS fit and proper\nPostgraduate Diploma in Financial Planning advantageous\nCFP advantageous\nExperience and Knowledge:\n3 years’ experience in the Financial Services industry in a Sales role within the risk insurance and investment spaces\n2 years' of Financial Advisory experience\nLife Assurance knowledge and experience\nKnowledge and understanding of the dynamics of the professional client market\nExperience and track record in high-performance sales environments\nKnowledge of best practice in Financial Planning and Financial Advisory Services\nKnowledge and understanding of financial planning through meaningful client engagements\nExperience in own lead generation and prospecting for clients\nComputer Literacy:\nProficient in MS Office\nExperience using a CRM system preferable\nExperience using financial planning software\n Interpersonal and Intrapersonal Skills:\nStrong sales, interpersonal and business-orientated person with the acumen to build client relationships\nA passion for the financial planning environment\nRelationship management and networking skills\nAble to plan and manage time effectively\nAnalytical and numerical skills with the ability to analyse and interpret statistical information\nImpeccable work ethic\nAble to work independently\nStrong communication\nHigh attention to detail\nTeam-orientated\nSelf-motivated and highly driven\nStrong presentation skills\nResilience and tenacity\nEmotional Intelligence\nDuties and Responsibilities\nProviding suitable advice to best fit the needs and requirements of professionals\nPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools\nMeeting clients to understand their financial objectives\nExplaining complex information relating to Financial Advisory in a clear and effortless way\nManaging, maintaining and building new and existing client relationships\nGrowing a client book within the first 24 months and consistently thereafter\nAdhering to compliance, operational procedures and practice management standards\nStaying abreast of product information, performance and industry changes\nBuilding a professional network and sustainable business within the professional market.\nThe position is open only to South African citizens\nThe individual must have a valid driver’s license and their own reliable vehicle or access to one\nThe individual must have clear credit and criminal records\nThe individual must be FAIS fit, proper and long term insurance accredited - have obtained RE5 within 2 years of DOFA and hold a recognised NQF L5 or higher qualification.\nYou acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your application for employment with PPS as well as any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.","description_format":"text","description_chars":4878,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Property & Casualty Insurance","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-11-12T22:22:27Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":27,"reasons":["conf:1","win:early"],"computed_at":"2026-11-12T23:54:55Z"},"pay":null,"html_url":"https://alion.io/job/pps-financial-advisor-pretoria","json_url":"https://alion.io/job/pps-financial-advisor-pretoria.json","meta":{"generated_at":"2026-11-12T23:54:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":50520,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2547568},"rest":"https://alion.io/mcp/rest/get_company?id=2547568"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpps-financial-advisor-pretoria"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpps-financial-advisor-pretoria"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpps-financial-advisor-pretoria"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/pps-financial-advisor-pretoria\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpps-financial-advisor-pretoria"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4201472}},{"tool":"search_jobs","arguments":{"company":"pps.co.za","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4201472},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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