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Personal Financial Advisor

Employer
FirstRand
Location
South Africa Uitenhage, Province of Eastern Cape ZA, South Africa
Salary
Competitive
Closing date
Jun 3, 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.

Hello Future 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, 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:
  • Basic plus commission
  • Access to a customer base with regular campaigns
  • Opportunities to network and collaborate.
  • A challenging working environment
  • Opportunities to innovate.

You will 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: 31 May 2024

    #Post

    #FNB

    #Ll -SM8

    Job Details

    Application Closing Date

    31/05/24

    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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