Personal Financial Advisor
Apply locations: Shop 38-39 Promenade Mall, Cnr AZ Berman Drive and Morgenster Roads, Mitchells Plain, Cape Town, 7785
Time type: Full time
Posted on: Posted 3 Days Ago
Time left to apply: End Date: December 1, 2024 (9 days left to apply)
Job requisition id: R12887
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.
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 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.
Closing date: 1 December 2024
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