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Personal Financial Advisor

FNB NamibiaMiddelburg, Zeeland, Netherlands

13 dagen geleden

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Personal Financial Advisor

Apply locations Witbank time type Full time posted on Posted Yesterday time left to apply End Date : January 25, 2025 (9 days left to apply) job requisition id R12359

Job 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 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 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 :

Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.

Completed First Level Regulatory Examination.

You will have access to :

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 :

Completed Class of Business :

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

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.

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.

25 / 01 / 25

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 recognised 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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