Personal Financial Advisor

Personal Financial Advisor
Location: Shop 139 Canalwalk Shopping Centre, Century City Drive, Century City, Cape Town, 8001
Time Type: Full Time
Posted: 4 Days Ago
Time Left to Apply: End Date: September 30, 2024 (7 days left to apply)
Job Requisition ID: R12867
Job 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.
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, C
Retail Pension Benefits
Participatory interest in a CIS
Long-Term and Short-Term Deposits
Long-Term Insurance subcategory B2, B1-A
Completed Class of Business in 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: 30 September 2024
Job Details
Application Closing Date: 30/09/24
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 on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
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