Personal Financial Advisor Apply locations: Parktown Time type: Full time Posted on: Posted Yesterday Job requisition id: R19371 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.
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 that 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: Meet FAIS requirements based on DOFA date (if applicable).
Hold an FSCA-approved qualification.
RE5 completed.
NQF5 Wealth Management completed.
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: Adaptable and curious.
Analytical and able to analyze complex data sets.
Thrive in a collaborative environment.
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 on a voluntary basis.
The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Job Details Application Closing Date: 06/09/24 About Us Serving retail and commercial customers, FNB is so much 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.
It has a market-leading app and a globally recognized rewards system in eBucks.
FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report.
FNB represents multiple opportunities for you to build an exciting and rewarding career, especially if you want to change people's lives in an authentic, profound, and sustainable way.
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