Personal Financial Advisor

1 day ago

Kempton Park, 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 Personal 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 - Points of Presence, 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.
- RE Certificate (if registered with the FSCA for more than 12 months)
- 120 Credits on NQF Level 5 (if registered with the FSCA for more than 5 years)
- Minimum of 2 - 5 years of relevant work experience
- 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 Investment

You will have access to:

- Opportunities to network and collaborate.
- A challenging working environment
- Opportunities to innovate.

We can be a match if you are:

- Adaptable and curious
- Analyse complex data sets
- Thrive in a collaborative environment

Additional Requirements:
#Post
Fnb
LI-LJ1

Job Details

20/02/25

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