PPS Insurance is inviting applications for a Financial Advisor position in Parktown, Johannesburg. The opportunity is aimed at candidates with financial-services experience, a recognised tertiary qualification and the required regulatory examination.

The successful candidate will be expected to provide financial advice, build client relationships, develop new business and support existing clients with suitable financial solutions. Applicants should review the official requirements carefully before submitting an application.

The advertised closing date is 30 October 2026.

Quick Details: PPS Financial Advisor Vacancy

Vacancy detail	Information
Company	PPS Insurance
Job title	Financial Advisor
Reference number	PPS260303-2
Location	Parktown, Johannesburg, Gauteng
Job type	Permanent
Department	Financial Advisory
Business unit	Advice and Distribution
Minimum qualification	FAIS-recognised NQF Level 6 tertiary qualification
Regulatory examination	RE5 completed
Experience	At least 2 years in financial services in a sales and advice role
Salary	Not disclosed in the published advert
Closing date	30 October 2026
Official application	Apply through the PPS recruitment portal

About the Opportunity

The Financial Advisor position is part of PPS Insurance’s Advice and Distribution business.

According to the published vacancy, the role involves providing professional, needs-based financial advice to members and clients. The successful candidate will also be responsible for generating new business, maintaining existing client relationships and growing a portfolio of eligible professionals.

This is a financial-services position that requires more than general customer service experience. Applicants need the specified qualification, RE5 completion, relevant industry experience and the ability to work in a sales and advice environment.

Minimum Requirements

Candidates should check that they meet the following requirements before applying.

1. Relevant tertiary qualification

Applicants must have a FAIS-recognised NQF Level 6 tertiary qualification. A qualification at NQF Level 7 or higher is listed as highly advantageous.

A postgraduate diploma in financial planning is also advantageous, as is the Certified Financial Planner (CFP) designation.

2. RE5 completed

The advert requires applicants to have completed RE5. Candidates should ensure that their regulatory examination status meets the employer’s stated requirement.

Do not assume that a general finance certificate automatically satisfies this requirement.

3. Financial-services experience

Applicants must have at least two years of experience in the financial-services industry in a sales and advice role, particularly involving risk and investments.

The employer also seeks candidates who understand the professional client market and can demonstrate performance in a sales environment.

4. Financial planning knowledge

Candidates should understand financial planning and financial advisory services. The advert highlights the ability to engage meaningfully with clients and provide appropriate financial solutions.

5. Computer skills

The listed computer requirements include:

• Proficiency in Microsoft Office.
• Experience with financial planning software.
• Experience using a customer relationship management (CRM) system is preferred.

6. Personal and professional skills

PPS is looking for applicants with strong communication, presentation, networking and relationship-management skills.

Candidates should also be organised, numerically capable, self-motivated and comfortable working independently as well as with a team.

Duties and Responsibilities

The official vacancy summary identifies the main purpose of the position as providing financial advice and growing client relationships.

The role includes:

• Providing needs-based financial advice and solutions to clients.
• Identifying opportunities to generate new business.
• Maintaining relationships with existing clients.
• Growing and managing a portfolio of eligible professionals.
• Aligning financial solutions with clients’ goals and circumstances.
• Applying financial planning knowledge during client engagements.
• Working towards performance objectives in a sales and advisory environment.

Applicants should read the full official advert before applying for any additional role-specific details.

Salary and Benefits

PPS has not disclosed a salary amount in the vacancy listing reviewed for this article. Applicants should not rely on unverified salary figures circulating on social media.

The PPS careers information describes benefits that may be available to employees, including guaranteed pay, performance bonuses or commission-based pay depending on the role, provident fund benefits and employee development opportunities. These general company benefits do not confirm the exact remuneration package for this specific vacancy.

Ask the recruitment team for the applicable remuneration structure and benefits if they are not explained during the recruitment process.

Is This a Permanent Job?

Yes. The published advert identifies the Financial Advisor position as permanent.

However, a permanent job listing does not guarantee appointment. PPS states that internal candidates may be considered first where this supports its employment equity goals and internal promotion policy.

External applicants should therefore submit a complete application and ensure that their qualifications and experience match the advertised requirements.

How to Apply for the PPS Financial Advisor Job

Applications should be submitted through the official recruitment page.

Step 1: Open the official vacancy

Visit the PPS application page:

Apply for Financial Advisor – Johannesburg

Confirm the position title, reference number and closing date before proceeding.

Step 2: Prepare your CV

Update your CV to highlight relevant financial-services experience, sales achievements, client relationship management and financial planning responsibilities.

Use accurate information and make sure your employment dates and qualifications are consistent.

Step 3: Prepare your supporting documents

Prepare the documents requested by the recruitment portal. These may include:

• An updated CV.
• Proof of your relevant tertiary qualification.
• Evidence of RE5 completion.
• Relevant professional designations, if applicable.
• Other supporting information requested in the application.

The list above is a preparation guide. Follow the portal’s actual document requirements rather than assuming every item is compulsory.

Step 4: Complete the application

Enter your details accurately and upload the requested documents. Review the information before submitting.

Step 5: Submit before the deadline

The listed closing date is 30 October 2026. Apply early to avoid last-minute technical problems.

Keep a copy of your submitted application and any confirmation provided by the recruitment system.

Important Information for Job Seekers

This vacancy is not advertised as a general entry-level banking job. Applicants without the required qualification, RE5 and two years of relevant financial-services experience may not meet the minimum criteria.

If you are a graduate who wants to enter financial services, consider searching for graduate financial-adviser internships, trainee opportunities, customer support positions or financial-services learnerships with entry requirements that match your current qualifications.

You can also search for related opportunities on JobsLink.club:

• Financial services jobs in South Africa
• Banking jobs and vacancies
• Insurance jobs in South Africa
• Finance graduate programmes
• Financial adviser internships

These links search for related opportunities; they do not guarantee that a particular vacancy is currently open.

How to Avoid Recruitment Scams

When applying for financial-services jobs, use the employer’s official recruitment portal and verify that the position is genuine.

Keep these precautions in mind:

• Do not pay someone who promises to secure the position for you.
• Do not share online banking passwords, PINs or one-time passwords.
• Be cautious of messages claiming that you have been selected without a proper application or interview.
• Verify unexpected requests for sensitive personal information.
• Do not submit documents through an unofficial website unless the employer confirms that the channel is legitimate.

If a recruiter contacts you, check the position and application details through PPS’s official recruitment website.

Frequently Asked Questions

What is the closing date for the PPS Financial Advisor job?

The published closing date is 30 October 2026.

Where is the position based?

The vacancy is based in Parktown, Johannesburg, Gauteng.

What qualification is required?

The minimum stated requirement is a FAIS-recognised NQF Level 6 tertiary qualification. An NQF Level 7 qualification or higher is highly advantageous.

Is RE5 compulsory?

Yes. The published advert lists RE5 completion as a minimum requirement.

How much experience is required?

Applicants need at least two years of financial-services experience in a sales and advice role involving risk and investments.

What salary does PPS offer?

The salary is not stated in the published advert reviewed for this article. Candidates should confirm the remuneration package directly through the recruitment process.

Is the position permanent?

Yes. The vacancy listing identifies it as a permanent position.

Can someone with Matric and no experience apply?

The published requirements make this role unsuitable for someone who has only Matric and no relevant tertiary qualification or financial-services experience. Such candidates should look for entry-level banking jobs, internships or learnerships instead.

Final Advice

The PPS Financial Advisor vacancy may suit experienced financial-services professionals who meet the qualification, RE5 and sales-and-advice experience requirements.

Before applying, read the official advert, update your CV and prepare evidence of your relevant qualifications and experience. Use the official recruitment portal and submit your application before 30 October 2026.

For more opportunities in banking, insurance, finance and graduate recruitment, continue checking JobsLink.club for vacancies that match your qualifications and career goals.