Job Description
The key purpose of this role is to provide professional financial services to a client or a member virtually. 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. The Virtual Financial Advisor serves as a point of contact (Teams, Zoom, phone, email, SMS) for the clients. The incumbent must be digitally astute and should ensure that client journey mapping is aligned to the needs of clients and members. Adhere to PPS Best Practice and compliance standards. |