Personal Financial Services Specialist

3 weeks ago


Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Job Summary

As a Personal Financial Advisor with FirstRand Bank Limited, you will play a crucial role in providing risk and investment advice to clients through virtual channels. This position requires adherence to FAIS Compliance requirements and the FirstRand Product Matrix and Advice Philosophy.

Key Responsibilities

  • Engage with prospective clients to understand their financial needs and provide tailored financial advice.
  • Recommend FNB Life and Investment products that align with clients' financial requirements.
  • Accurately record client information, produce records of advice, and sales details.
  • Meet sales, quality, and conversation targets while adhering to regulatory requirements.

Requirements

  • A FSCA recognized FAIS relevant NQF Level 5 Qualification or higher is required. Completion of the First Level Regulatory Examination is also necessary.
  • Applicants must be fully mandated for the following FAIS Subcategories: Long-Term Insurance Subcategory B1, Long-Term Insurance Subcategory C, Retail Pension Benefits, Participatory interest in a CIS, Long-Term Deposits, Short-Term Deposits, Long-Term Insurance subcategory B2, and Long-Term Insurance Subcategory B1-A.

Additional Information

In line with the National Credit Act (NCA), a credit record check will be conducted for all applicants. FirstRand Bank Limited supports the recruitment and advancement of individuals with disabilities and encourages voluntary disclosure of disability information.



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