Personal Financial Advisor

3 months ago

Kraaifontein, South Africa FirstRand 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 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.
- 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:
1. Long
- Term Insurance Subcategory B1

2. Long
- Term Insurance Subcategory C

3. Retail Pension Benefits

4. Participatory interest in a CIS

5. Long
- Term Deposits

6. Short
- Term Deposits

7. Long - Term Insurance subcategory B2

8. Long - Term Insurance Subcategory B1 -A
- Completed Class of Business:
1. Retail Pension Fund Benefits

2. Long
- Term Insurance

3. Investments

Additional Requirements:
Closing date: 13 September 2024

Post

FNB

Ll -SM8

Job Details

Application Closing Date

13/09/24

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