Personal Financial Advisor

Details of the offer

Job DescriptionTo 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 Personal Financial AdvisorWelcome 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 CanEngage 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 HaveCompleted a FSCA recognized FAIS relevant NQF Level 5 Qualification or higher qualification.Completed First Level Regulatory Examination.You Will Have Access ToOpportunities to network and collaborate.A challenging working environment.Opportunities to innovate.You Will Be a Match If You AreDigitally 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 RequirementsIn 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.Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.25/01/25
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Accountant

BCom Accounting degree (essential)Minimum of 3 years of relevant work experienceStrong knowledge of accounting principlesProficient in MS Office, particularl...


Bright Search Recruitment (Pty) Ltd - South Africa

Published 9 days ago

Senior Manager (P6) (Financial Governance & Control: Management Accounting) (Re-Advert)

Advert reference: uj_001769Advert status: OnlineApply by: 31 January 2025Position Summary Industry: Education & TrainingJob category: Education and TrainingC...


University Of Johannesburg - South Africa

Published 9 days ago

Financial Advisor

Are you ready to take the next step in your career as a Financial Advisor?We are looking for driven and motivated individuals to join a dynamic financial ser...


Mirna Butler Recruitment - South Africa

Published 9 days ago

Director Of Actuarial Services

What Youll Do:Lead actuarial strategies aligned with business goals.Drive innovation in non-life product pricing and profitability.Ensure compliance with reg...


Network International - South Africa

Published 9 days ago

Built at: 2025-02-06T19:21:57.429Z