Personal Financial Advisor

FirstRand Bank Limited; Kempton Park; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a dynamic team at a leading financial institution where your skills in providing tailored financial advice will shine. As a Personal Financial Advisor, you'll engage with clients to understand their unique financial needs and recommend suitable investment products. This role offers a challenging environment that encourages innovation and collaboration among diverse talents. With a commitment to compliance and a focus on achieving sales targets, you'll thrive in a supportive atmosphere that values your growth and contributions. If you're ready to take the next step in your career, this opportunity is for you!

Benefits

Networking Opportunities

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.

Skills

Financial Advisory

Client Engagement

Sales Target Achievement

Compliance Adherence

Digital Dexterity

Education

FAIS recognized NQF Level 5 Qualification

First Level Regulatory Examination

Job description

Description

To provide appropriate risk and investment advice for Clients through virtual channels, adhering to FAIS Compliance requirements and 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 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 :

1. Engage with prospective clients to understand their financial needs.
2. Provide financial advice and recommend FNB Life and Investment products that align with the clients’ financial requirements.
3. Accurately record client information, produce records of advice and sales details.
4. Achieve sales, quality, and conversation targets.
5. Comply with legislative regulations and adhere to all compliance requirements.

You will be an ideal candidate if you have :

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

You will have access to :

1. Opportunities to network and collaborate.
2. A challenging working environment.
3. Opportunities to innovate.

We can be a match if you are :

1. Digitally Dexterous.
2. Fully Mandated (Not Under Supervision) for the following FAIS Subcategories :
3. Long-Term Insurance Subcategory B1
4. Long-Term Insurance Subcategory C
5. Retail Pension Benefits
6. Participatory interest in a CIS
7. Long-Term Deposits
8. Short-Term Deposits
9. Long-Term Insurance Subcategory B2
10. 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.

Closing date :

04 March 2024

Job Details

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.