Investment Specialist (Internship)

at  PPS Recruitment

JOB ADVERT SUMMARY

PPS External Distribution has a one-year internship for a service driven young graduate professional with a strong need for financial independence who seeks superior training and experience in third party marketing and support in the financial services industry. This is an outcome-based role where in-depth knowledge of holistic financial solutions and business insights will be tested as success factors at the end of the period. The intern will be exposed to a broad spectrum of critical areas which will range from client services, best practice principles, advice philosophy and network building to system support, product knowledge and data analytics. Competency in business development and relationship management within a base of Life Assurance and Investments Intermediaries must be shown during the period and the Intern must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Intern must be aware of and responsive to the needs and concerns of customers.

MINIMUM REQUIREMENTS

Qualification:

• Matric
• A three year or higher bachelor’s degree or national diploma
• A completed NQF 5 – Wealth Management

Experience:
Since it is an internship, no experience is required, but experience in the financial services or Life Assurance and Investments industry in a sales and/or service related role will be an advantage

KNOWLEDGE

• Intermediate knowledge of the Life Assurance and Investments or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
  Operating Level Requirements (Scope, Responsibilities, Skills and Attributes)

Reporting to the Area Manager, the Intern’s role involves business development and relationship management within a base of Life Assurance and Investments Intermediaries with the intention to grow this base.

• Focus will be 80% Investments & 20% Risk
• 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
• To identify business opportunities based on data insight