Personal Financial AdvisorLocation: Shop 139 Canalwalk Shopping Centre, Century City Drive, Century City, Cape Town, 8001
Time Type: Full time
Posted On: 3 Days Ago
Job Requisition ID: R12867
Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels while adhering to FAIS Compliance requirements, the FirstRand Product Matrix, and Advice Philosophy.
Hello Future 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 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.
Responsibilities: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.Minimum Requirements:Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or higher.Completed First Level Regulatory Examination.Benefits:Basic plus commission.Access to a customer base with regular campaigns.Opportunities to network and collaborate.A challenging working environment.Opportunities to innovate.Ideal Candidate:· Digitally Dexterous
· Fully Mandated (Not Under Supervision) for the following FAIS Subcategories:
Long- Term Insurance Subcategory B1Long- Term Insurance Subcategory CRetail Pension BenefitsParticipatory interest in a CISLong- Term DepositsShort- Term DepositsLong – Term Insurance subcategory B2Long – Term Insurance Subcategory B1 -A· Completed Class of Business:
Retail Pension Fund BenefitsLong- Term InsuranceInvestmentsAdditional 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. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
Closing Date: 12 September 2024
Job DetailsApplication Closing Date: 12/09/24
About UsServing retail and commercial customers, FNB is more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report.
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