Personal Financial Advisor

FirstRand Bank Limited; Cape Town; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A prominent bank in Cape Town seeks a Financial Advisor to provide risk and investment advice through virtual channels. The ideal candidate will engage clients, ensure compliance, and achieve sales targets in a digitally adaptable environment. If you're qualified with relevant education and skills, apply now!

Benefits

Access to customer base with campaigns

Challenging working environment

Opportunities to innovate

Qualifications

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or higher.
• Completed First Level Regulatory Examination.
• Digitally Dexterous and fully mandated for FAIS subcategories.

Responsibilities

• Provide financial advice and recommend products aligned with client needs.
• Engage clients to understand their financial requirements.
• Maintain compliance with legislative and regulatory requirements.

Skills

Client Engagement

Financial Advising

Sales Target Achievement

Education

NQF Level 5 Qualification

First Level Regulatory Examination

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.

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 , 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 :

• Access to a customer base with regular campaigns
• Opportunities to network and collaborate.
• A challenging working environment
• Opportunities to innovate.

You will be a match if you are :

• Digitally Dexterous
• Fully Mandated (Not Under Supervision) for the following FAIS Subcategories :

1. Long- Term Insurance Subcategory B1

2. Long- Term Insurance Subcategory C

4. Participatory interest in a CIS

5. Long- Term Deposits

6. Short- Term Deposits

7. Long – Term Insurance subcategory B2

8. Long – Term Insurance Subcategory B1 -A

• Completed Class of Business :

2. Long- Term Insurance

3. 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.

Post

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

14 / 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.

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