Expert Financial Services Professional

1 month ago


Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time
Job Overview

We are seeking an experienced and skilled Personal Financial Advisor to join our team at FirstRand Bank Limited. As a key member of our financial services team, you will be responsible for providing expert advice to clients on various financial products and services.

Estimated Salary: R250,000 - R350,000 per annum

The ideal candidate will have a strong understanding of the financial industry, excellent communication skills, and the ability to work in a fast-paced environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

About the Role

Job Description:

In this role, you will be responsible for engaging with prospective clients to understand their financial needs and provide tailored advice on our range of financial products and services. You will also be required to accurately record client information, produce records of advice, and meet sales targets.

Key Responsibilities:

  • Provide expert financial advice to clients on various financial products and services.
  • Engage with prospective clients to understand their financial needs and provide tailored advice.
  • Achieve sales targets and meet quality and conversation standards.
  • Accurately record client information and produce records of advice.
Required Skills and Qualifications

To be successful in this role, you will need to have the following qualifications and skills:

  • A recognized qualification in finance or a related field (e.g., FSCA recognized FAIS relevant NQF Level 5 Qualification).
  • Completed Class of Business:
    • Retail Pension Fund Benefits
    • Long-Term Insurance
    • Investments
  • Fully mandated for the following FAIS Subcategories:
    • Long-Term Insurance Subcategory B1
    • Long-Term Insurance Subcategory C
    • Participatory interest in a CIS
    • Short-Term Deposits
Benefits

We offer a competitive salary package, including:

  • A base salary of R250,000 - R350,000 per annum.
  • Ongoing training and development opportunities.
  • A challenging and dynamic work environment.
  • Opportunities for career growth and advancement.
Additional Requirements

Please note that all appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.



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