Personal Financial Advisor

Firstrand Bank Limited; Gauteng; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Firstrand Bank Limited is seeking a dedicated financial advisor to provide risk and investment advice to clients through virtual channels. The ideal candidate will engage clients, adhere to compliance requirements, and achieve sales targets, contributing to a dynamic and diverse work environment. Candidates must possess a recognized NQF Level 5 qualification and have completed the First Level Regulatory Examination. This role offers opportunities for growth and innovation in the rapidly evolving banking sector.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• Completed an FSCA recognized FAIS relevant NQF Level 5 Qualification or higher.
• Completed the First Level Regulatory Examination.

Responsibilities

• Engage with prospective clients to understand their financial needs.
• Provide financial advice and recommend FNB Life and Investment products.
• Record client information and produce records of advice and sales.

Skills

Client Engagement

Financial Advice

Compliance Adherence

Education

NQF Level 5 Qualification or higher

Job description

DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels, adhering to FAIS Compliance requirements and 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 the people who 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 an FSCA recognized FAIS relevant NQF Level 5 Qualification or higher.

Completed the 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

Participatory interest in a CIS

Long-Term Deposits

Short-Term Deposits

Long-Term Insurance Subcategory B2

Long-Term Insurance Subcategory B1-A

Additional Requirements :

In accordance with the 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.

Candidates can disclose their disability information voluntarily.

The Bank will keep this information confidential unless required by law to disclose it.

Applications should be submitted before the closing date 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.

Candidates can disclose their disability information voluntarily.

The Bank will keep this information confidential unless required by law to disclose it.