Personal Financial Advisor

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Personal Financial Advisor

Apply locations Witbank time type Full time posted on Posted Today time left to apply End Date : February 28, 2025 (2 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 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 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 :

You will have access to :

You will be a match if you are :

1. Long- Term Insurance Subcategory B1

2. Long- Term Insurance Subcategory C

3. Retail Pension Benefits

4. Participatory interest in a CIS

5. Long- Term Deposits

6. Short- Term Deposits

7. Long – Term Insurance subcategory B2

8. Long – Term Insurance Subcategory B1 -A

Completed Class of Business :

1. Retail Pension Fund Benefits

2. Long- Term Insurance

3. Investments

Additional Requirements :

In accordance with the 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.

28 / 02 / 25

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