Financial Services Advisor

2 days ago


Roodepoort, Gauteng, South Africa FirstRand Bank Limited Full time
Job Title: Personal Financial Advisor

FirstRand Bank Limited is seeking a highly skilled and experienced Personal Financial Advisor to join our team. As a Personal Financial Advisor, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Engage with clients to understand their financial needs and goals
  • Provide personalized financial advice and recommendations
  • Develop and implement financial plans to help clients achieve their goals
  • Monitor and review client portfolios to ensure they are aligned with their financial objectives
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients
Requirements:
  • Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification
  • Completed First Level Regulatory Examination
  • Digitally Dexterous
  • Fully Mandated (Not Under Supervision) 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 Long – Term Insurance Subcategory B1 -A
  • Completed Class of Business: Retail Pension Fund Benefits Long- Term Insurance Investments
What We Offer:
  • Opportunities to network and collaborate
  • A challenging working environment
  • Opportunities to innovate
How to Apply:

Please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you



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