Personal Financial Advisor

Details of the offer

Description To 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.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 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.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 ExaminationYou will have access to:Basic plus commissionAccess to a customer base with regular campaignsOpportunities to network and collaborate.A challenging working environmentOpportunities to innovate.You will be a match if you are:· Digitally Dexterous· Fully Mandated (Not Under Supervision) for the following FAIS Subcategories:1.
Long- Term Insurance Subcategory B12.
Long- Term Insurance Subcategory C3.
Retail Pension Benefits4.
Participatory interest in a CIS5.
Long- Term Deposits6.
Short- Term Deposits7.
Long – Term Insurance subcategory B28.
Long – Term Insurance Subcategory B1 -A· Completed Class of Business:1.
Retail Pension Fund Benefits2.
Long- Term Insurance3.
InvestmentsAdditional 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.
In order for us to fulfill this purpose, 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.Closing date: 13 November 2024#Post#FNB#Ll -SM8Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.14/11/24All appointments will be made in line with FirstRand Group's Employment Equity plan.
The Bank supports the recruitment and advancement of individuals with disabilities.
In order for us to fulfill this purpose, 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.


Nominal Salary: To be agreed

Job Function:

Requirements

Financial Advisor

ExperienceThe successful incumbent will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary servic...


Multiform Human Development - South Africa

Published a month ago

Lodge Anchor

Key Responsibilities: Housekeeping and Laundry Management: Oversee all housekeeping and laundry operations to ensure a clean and secure environment for staff...


- South Africa

Published a month ago

Fiduciary Amdinistrator - Swellendam

Core Responsibilities: Trust Oversight: Direct the daily administration of various trusts, ensuring full compliance with legal and regulatory standards. Prep...


- South Africa

Published a month ago

Chief Financial Officer (Ca) Sa

KEY RESPONSIBILITIES: Formulation, implementation and monitoring of internal controls and accounting processes to safeguard company assets. Creating workable...


- South Africa

Published a month ago

Built at: 2024-11-08T16:05:37.803Z