Business Financial Advisor Ii

2 weeks ago


Durban, KwaZulu-Natal, South Africa FirstRand Full time
About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

  • 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.

experience and qualifications:

  • Minimum Qualification : Relevant Degree in Finance, Accounting or Investment Management.
  • RE 5. Certified Financial Planner.
  • Experience : 3 to 5 years' experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.
  • Experience in sales, investment and risk acumen.
  • Experience within the Financial Services Sector together with the relevant preferred qualification.
  • Person must not be an unrehabilitated insolvent

additional requirements:

  • Industry Related Degree OR CFP (Certified Financial Planner) qualification
  • Must not be under supervision.
  • RE5 completed / passed.
  • Two or more years proven industry sales record.

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