Business Financial Advisor Ii

7 months ago


Durban, 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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