Broker Consultant and Investment Specialist (Lowveld) needed at PPS

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Job title : Broker Consultant and Investment Specialist (Lowveld)

Job Location : Mpumalanga,

Deadline : November 11, 2024

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Minimum Requirements

Qualification:

  • Matric.
  • Bachelor’s degree in commerce or related field essential / A track record of experience and industry related qualifications.
  • RE5 will be advantageous.
  • A completed NQF 5 – Wealth Management or RFP 3 will be advantageous.
  • CFP and/or CFA level 1 would be advantageous.

Experience:

  • At least 3 to 5 years’ experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business.
  • Experience in Life Assurance will be an advantage.
  • Discretionary Fund Manager’s and/or multi management experience would be advantageous.
  • Intermediate knowledge of the Life Assurance or Financial Services Industry.
  • Technical knowledge about investments, investment industry & trends
  • Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers is a pre-requisite.
  • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Duties and Responsibilities

Broker Consultant:

  • To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
  • Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
  • To plan, organise and control liaisons with intermediaries, their managers.
  • To ensure continuous improvement of service standards to clients.
  • To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Investment Specialist:

  • Build and promote the PPSI asset management brand and image by networking with key industry stakeholders.
  • Identify and develop strategic partnerships to leverage new opportunities.
  • Position PPS Investments as the niche LISP for intermediaries in your region.
  • Deliver on very specific flow targets for your region, including both LISP and Asset Management capabilities.
  • Provide PPS head office with detailed reporting on leads and opportunities.
  • Excellent client services, including proactive response to intermediary needs.
  • Supply intermediaries with accurate investment, product, fund, service and investor information.
  • Training and developing the intermediary and support staff.
  • Supporting investment projects and campaigns, with the ability to deliver investment presentations.
  • Participating in investment product implementation.
  • Presentations and 1 on 1 engagements around investments, from a 101 level to discussing the PPS Asset Management value proposition.
  • Regular formal report backs to the Area Manager.

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • Accounting / Financial Services  jobs

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