Personal Financial Advisor

Personal Financial AdvisorTo 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.
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: Basic plus commission.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: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! Closing date: 25 July 2024


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