Personal Financial Advisor

2 weeks ago


Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Description

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

Hello Future Financial Advisor

Welcome to FNB, where we cater to the unique minds and talents that drive effective change. Join our team and work in an environment that encourages curiosity and innovation.

If you have what it takes, you will:

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

As an ideal candidate, you should have:

  • Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or equivalent
  • Completed First Level Regulatory Examination

What you will get:

  • Base salary with commission
  • Custome base access with regular campaigns
  • Networking and collaboration opportunities
  • Challenging work environment
  • Innovation opportunities

Requirements:

Demonstrate proficiency in digital skills and hold the necessary FAIS Subcategories qualifications. Have completed Class of Business in relevant fields.

Additional Requirements:

Candidates need to undergo a credit record check as per the National Credit Act (NCA).

If this sounds like your next career move, apply now

Closing Date: 17 June 2024


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