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Personal Financial Advisor

Employer
FirstRand
Location
Roodepoort Roodepoort West Johannesburg, South Africa
Salary
Competitive
Closing date
Mar 23, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Description

To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.

Hello Future Personal Financial Advisor.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB - Points of Presence, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

Engage with prospective clients to understand their financial needs.
Provide financial advice and recommend FNB Life and Investment products that align with the clients' financial requirements.
Accurately record client information, produce records of advice and sales details.
Achieve sales, quality, and conversation targets.
Comply with legislative regulations and adhere to all compliance requirements.

You will be an ideal candidate if you have:

Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
Completed First Level Regulatory Examination

You will have access to:

Opportunities to network and collaborate.
A challenging working environment
Opportunities to innovate.

We can be a match if you are:

Digitally Dexterous

Fully Mandated (Not Under Supervision) for the following FAIS Subcategories:

Long- Term Insurance Subcategory B1 Long- Term Insurance Subcategory C Retail Pension Benefits Participatory interest in a CIS Long- Term Deposits Short- Term Deposits Long - Term Insurance subcategory B2 Long - Term Insurance Subcategory B1 -A

Completed Class of Business:

Retail Pension Fund Benefits Long- Term Insurance Investments

Additional Requirements:

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Closing date: 29 February 2024

Job Details

Application Closing Date

29/02/24

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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