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Personal Financial Advisor

WesBank • Other • Kariega, Eastern Cape, South Africa • $200 - $300 / year • 1d ago

Personal Financial Advisor

Location: Uitenhage

Time Type: Full time

Posted on: Posted Yesterday

Time left to apply: End Date: November 14, 2024 (7 days left to apply)

Job Requisition ID: R12796

Job Description

To provide appropriate risk and investment advice for clients through virtual channels, 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.

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 conversion 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 higher.
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
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 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

Job Details

Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below.

14/11/24

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

Should you have any queries, please log it via MyQ.

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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