Graduate Intern: Financial Advisor

Company: PPS InsCo
Location: Johannesburg, Pretoria, Nelspruit, Durban, Gqeberha, Cape Town, South Africa
Job Type: Internship (24-month program)
Closing Date: 30th September 2025
Reference Number: PPS250714-11

Job Advert Summary

Are you eager to learn and grow your capabilities? Start your career with PPS in the new year!

This 24-month graduate internship is for aspiring financial advisors starting in February 2026. The role’s main focus is to provide professional financial advice to clients as an accredited PPS representative. You will represent PPS on the Financial Sector Conduct Authority (FSCA) representative register. The successful candidate will source and build a client base of graduate professionals and offer tailored financial solutions in line with their needs.

After completing the program, successful candidates will transition into commission-earning financial advisors specializing in long-term insurance, wills, investments, and wealth management for post-graduate and professional markets.

Minimum Requirements

Education:

Matric (Grade 12)
NQF Level 7 qualification (equivalent to a bachelor’s degree, bachelor of technology, or advanced diploma).
- Preference for Post Graduate Diploma/ Honours in Financial Planning or Financial Planning Law.

Experience:

None required – This is a graduate position.

Skills & Competencies:

Cold calling techniques.
Closing techniques.
Strong relationship-building and networking skills.
Excellent communication skills (verbal, written, and presentation).
Target-driven, with a hunger to influence clients.
Negotiation skills and strong presentation skills.
Strong organizational skills and attention to detail.
Ability to work independently in a fast-paced environment.
Good time management and stress management.
Self-motivated with a disciplined approach to personal goals.

Duties and Responsibilities

Lead Generation: Find prospective clients through various channels.
Cold Calling: Engage prospective clients through phone calls.
Networking: Build a professional network within the graduate professional market.
Client Meetings: Conduct in-person and virtual meetings with prospective clients.
Proposals & Solutions: Prepare and present financial solutions to prospective clients.
Onboarding & After Sales Care: Manage client onboarding and provide after-sales service.
Financial Advice: Provide tailored financial advice to meet clients’ needs.
Worksite Marketing Events: Organize and set up small marketing events at client offices.
Building Client Base: Build and maintain a personal client base.

Application Process

Eligibility: Only South African citizens with a NQF Level 7 qualification, final-year students, or recent graduates under the age of 34 will be considered.
Application Steps:
- Apply on the InterviewME platform for the video interview and document upload.
- Click here to begin the application and video interview process (ensure it’s done before 20th August 2025).
Important Notes:
- A SAQA Certificate of Evaluation (SCoE) is required for foreign qualifications.
- If you’ve previously been part of an insurance industry internship/graduate program, you cannot apply.

Key Takeaways:

This internship offers an exciting opportunity to build a career in the financial advisory sector. If you are driven, goal-oriented, and eager to make a difference in clients’ lives, this could be the right opportunity for you!