Personal Financial Advisor

3 weeks ago


Kempton Park, South Africa FirstRand Bank Limited Full time

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.

You will be an ideal candidate if you have:

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:

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Apply now if you are interested in taking the next step. We look forward to engaging with you

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 for us 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.

Closing date:04 March 2024

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

15/11/24

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 for us 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.



  • 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...

  • Financial Advisor

    5 months ago


    Kempton Park, South Africa SPINT Full time

    Our client is a short-term broking business that focuses on providing insurance and risk advisory services to corporate and commercial enterprises, as well as offering personal insurance to individuals. **Requirements**: - Must have RE5 and Grade 12 - Minimum 2 years' experience as a Financial Advisor - Self motivated and driven individual - Goal...

  • Financial Advisor

    6 months ago


    Kempton Park, South Africa Scholtz Partners International (Pty) Ltd Full time

    Title: Financial Advisor Location: Remote, Kempton Park **Salary: Commission + Benefits** Our Client is a short-term broking business that focuses on providing insurance and risk advisory services to corporate and commercial enterprises, as well as offering personal insurance to individuals. **Requirements**: - Must have RE5 and grade 12 - Must have a...

  • Financial Advisor

    5 months ago


    Kempton Park, South Africa SPINT Full time

    Self motivated and driven individual - Goal orientated - Minimum 2 years experience as a financial Advisor - Must have RE5 and grade 12 - Must have a clean ITC record - Must be able to sell and advise clients on Retirement, investment and Risk planning. - Must have own transport and laptop. - Once all training is completed and code has been activated - the...

  • Financial Advisor

    5 months ago


    Kempton Park, South Africa Scholtz Partners International (Pty) Ltd Full time

    Minimum 2 years' experience as a Financial Advisor - Must have RE5 and grade 12. - COB - certificates (must be in place and have certificates sent through) - CPD points (must have proof) - Must be able to sell and advise clients on Retirement, investment and Risk planning. - Must have a clean ITC record - Must be able to sell and advise clients on...

  • Sales Advisor

    6 months ago


    Kempton Park, South Africa LegalWise South Africa Full time

    Are you a dynamic and driven individual with a passion for sales? Do you thrive in a fast-paced environment where your efforts directly impact success? If so, we want YOU to join our team as a Sales Advisor at LegalWise! At LegalWise, our legacy spans over three decades, during which we have remained steadfast in our commitment to providing access to...


  • Kempton Park, Gauteng, South Africa FirstRand Bank Limited Full time

    Job OverviewWe are seeking a Senior Financial Services Advisor to join our team at FirstRand Bank Limited.About the RoleThis is an exciting opportunity for a seasoned professional to provide high-quality financial services to our clients and contribute to the growth of our business.Main ResponsibilitiesEngage with prospective clients to understand their...


  • Kempton Park, South Africa Motus Corporation Full time

    **Motus Toyota Kempton Park **currently holds a vacancy for an **Administrator: Service Advisor & Costing **reporting to the **Service Manager.** This position will be suited to a person who has the ability to maintain high levels of service on an on-going basis, ability to provide excellent customer service. **Position Overview**: **Specific Role...

  • Junior Service Advisor

    6 months ago


    Kempton Park, South Africa Bonafide Human Capital Full time

    Our well known Light Commercial Dealer client based in **Kempton Park, Gauteng** is looking to employ a customer driven Junior Service Advisor with technical experience. The purpose of the role is to provide prompt and quality service to customers relating to the service, repair, and maintenance of vehicles, acting as an interface between the technical team...

  • Service Advisor

    6 months ago


    Menlyn Park, South Africa Bonafide Human Capital (Pty) Ltd Full time

    Our well known luxury dealer client based in Menlyn is looking to employ customer driven Service Advisor. The purpose of the role is to provide prompt and quality service to customers relating to the service, repair, and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost-effective repairs and quality...


  • Kempton Park, South Africa C & G (Hospitality) Recruitment Full time

    **Exec PA (Personal Assistant) required to assist CEO of large Catering Company.** **Minimum requirements** - **5 years’ prior experience in supporting a senior executive or team**: - **Computer Literate in Excel and MS Word (Advanced)**: - **BComm in administration**: - **SA Matric / Grade 12 Certificate**: - **Strong planning and administration...

  • Branch Manager

    6 months ago


    Kempton Park, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but...

  • Service Advisor

    8 months ago


    Menlyn Park, South Africa Bonafide Human Capital Full time

    Our well known luxury dealer client based in Menlyn is looking to employ customer driven Service Advisor. The purpose of the role is to provide prompt and quality service to customers relating to the service, repair, and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost-effective repairs and quality...


  • Kempton Park, Gauteng, South Africa FirstRand Bank Limited Full time

    About the Role:We are seeking a highly skilled and experienced Senior Financial Consultant to join our team. As a key member of our financial services division, you will be responsible for providing expert advice and guidance to clients regarding risk and investment management. Key Responsibilities:- Provide personalized risk and investment advice to clients...

  • Branch Manager

    3 months ago


    Kempton Park, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but...


  • Kempton Park, South Africa The Joblink Full time

    Contact person for this position: Cathrine Hendricks ***Main Responsibilities** - Tracking of assigned accounts to identify outstanding debts - Planning and executing course of action to recover outstanding payments - Locating and contacting debtors to enquire about their payment status - Negotiate payoff deadlines or payment plans - Attending to questions...


  • Kempton Park, South Africa FlySafair Full time

    Gauteng, Kempton Park - (Market related) Safair Operations, operating as FlySafair, has a vacancy for a **Financial Data Capturer **at our ** **head office in **Bonaero Park**. The successful applicatant ** **will report to the **Accountant.** **RESPONSIBILITIES**: - Verify the accuracy of data from designated sources before entering it into the...

  • Corporate Lawyer

    4 weeks ago


    Kempton Park, Gauteng, South Africa HR Genie Full time

    Job Title: Legal Advisor - FinanceAs a Legal Advisor - Finance, you will be responsible for providing legal advice and support to the finance team, ensuring that all legal and regulatory requirements are met.Key Responsibilities:Provide legal advice and guidance to the finance team on a range of matters, including contracts, agreements, and regulatory...


  • Kempton Park, South Africa Barloworld Ingrain Full time

    Ingrain is seeking a dymani Strategy Intern who will conduct **Financial Analysis and Key Project Support. **Collectively, the Strategy team will offer the following value to Ingrain and key decision makers/executives where relevant: - Market Research and Analysis, Business Insights - Data Driven Decision Support (Financial Analysis etc.) - Project...

  • Sales Team Leader

    6 months ago


    Kempton Park, South Africa LegalWise South Africa Full time

    Are you looking to elevate your career in sales leadership! We are on the lookout for an energetic and results-driven Sales Team Leader to inspire and lead our dynamic team of Sales Advisors at LegalWise. At LegalWise, our legacy spans over three decades, during which we have remained steadfast in our commitment to providing access to justice and making a...