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Personal Financial Advisor

Employer
FirstRand Bank Limited
Location
Braamfontein Engen House, Cnr St Andrews and St David Streets, Parktown, 2017 West Johannesburg, South Africa
Salary
Competitive
Closing date
Sep 13, 2024
View more categoriesView less categories
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:

  • Meet FAIS requirements based on DOFA date (if applicable)
  • Hold an FSCA-approved qualification
  • RE5 completed
  • NQF5 Weath Management completed



    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:
    • Adaptable and curious
    • Analyze complex data sets
    • Thrive in a collaborative environment


    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.

    #Post

    #Fnb

    #LI-LJ1

    Job Details

    Application Closing Date

    06/09/24

    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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