Personal Financial Advisor

1 week ago

Boksburg, 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.
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
- Completed First Level Regulatory Examination

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:

- 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

Additional Requirements:
Post

Fnb

#LI-LJ1

Job Details

Application Closing Date

21/05/24

  • Aspiring Financial Advisor-Boksburg

    4 days ago

    Boksburg, South Africa Old Mutual Full time

    Job title : Aspiring Financial Advisor-Boksburg Job Location : Gauteng, Boksburg Deadline : December 30, 2025 Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued...

  • Entrepreneurial Financial Advisor: Guide Clients to Lifelong Goals

    2 weeks ago

    Boksburg, South Africa Old Mutual South Africa Full time

    A leading insurance company in Africa is seeking self-motivated Financial Advisors to help customers achieve their lifetime goals by providing tailored financial advice and implementing effective financial solutions. Ideal candidates should possess a passion for customer focus and consultative selling skills. The role demands an NQF Level 5 qualification and...

  • Aspiring Financial Advisor

    3 weeks ago

    Boksburg, South Africa Old Mutual South Africa Full time

    Branch Consultant / Financial Advisor – Alexander Pan African Mall Location: Sandton, Gauteng, South Africa Seniority level: Internship Employment type: Full‑time Job function: Finance and Sales We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The...

  • Aspiring Financial Advisor

    4 weeks ago

    Boksburg, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about...

  • Aspiring Financial Advisor

    2 weeks ago

    Boksburg, South Africa Old Mutual South Africa Full time

    Let's Write Africa's Story Together! Financial Advisor Old Mutual is a leading insurance company in Africa. We are seeking self‑motivated, dynamic individuals with a passionate entrepreneurial spirit to champion our valued customers and help them achieve their lifetime goals. Role Overview The role at a glance is about championing our valued customers to...

  • Growth-Focused Financial Advisor — Boksburg

    1 week ago

    Boksburg, South Africa Old Mutual Full time

    A leading financial services company in Boksburg is seeking an Advancing Financial Advisor to provide financial advice and develop customer relationships. The ideal candidate should have a minimum of 12 months' experience in financial services and possess strong consultative selling skills. A valid driver's license and a clear criminal and credit check are...

  • Advancing Financial Advisor-Boksburg

    1 week ago

    Boksburg, South Africa Old Mutual Full time

    Overview Job title: Advancing Financial Advisor-Boksburg Job Location: Gauteng, Boksburg Deadline: December 30, 2025 Quick Recommended Links Jobs by Location Job by industries Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long-term Insurance Class of...

  • Financial Advisor in Training: Build Trust

    4 days ago

    Boksburg, South Africa Old Mutual Full time

    A leading insurance company in South Africa is seeking an Aspiring Financial Advisor in Boksburg. The role involves helping clients achieve their financial goals by providing tailored advice and solutions. Candidates should have strong sales skills, a customer-oriented mindset, and relevant qualifications. This position offers a chance to work in a dynamic...

  • Personal Assistant to Rsc

    7 days ago

    Boksburg, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

  • Aspiring Financial Advisor

    2 weeks ago

    Boksburg, South Africa Old Mutual South Africa Full time

    A leading insurance company in Boksburg is seeking dynamic individuals for the role of Financial Advisor. You'll be responsible for identifying financial needs, providing advice, and implementing tailored financial solutions. The ideal candidate will have a passion for customer service and hold at least an NQF Level 5 qualification. This is a full-time...