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Personal Financial Advisor

Employer
FirstRand
Location
Johannesburg Johannesburg, Gauteng Gauteng, South Africa
Salary
Competitive
Closing date
Mar 2, 2024

View more

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

Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.

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.
  • Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
  • Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships.
  • Deliver exceptional Financial Advice to FNB Customers that exceeds customers' expectations through proactive, innovative and appropriate solutions.
  • Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice.
  • Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base.
  • Achievement of key performance indicators as determined by the business.
  • Maintenance of expert knowledge on all FirstRand products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy.
  • Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines.
  • Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals.
  • Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.

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 B2
  • Long - Term Insurance Subcategory B1 -A
  • Completed Class of Business:
  • Retail Pension Fund Benefits
  • Long- Term Insurance
  • Investments
  • Closing date: 29 February 2024
  • Long- Term Insurance Subcategory B1
  • Long- Term Insurance Subcategory C
  • Retail Pension Benefits
  • Participatory interest in a CIS
  • Long- Term Deposits
  • Short- Term Deposits

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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