Workatele

Personal Financial Advisor at FNB South Africa, Cape Town, South Africa

FNB South Africa

Personal Financial Advisor at FNB South Africa, Cape Town, South Africa

FNB South Africa

Full time Job

Date Posted: February 25, 2025

Application deadline:

Expired on: March 14, 2025 5:00pm

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Job description

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:

  • 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:

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

Application deadline:

Expired on: March 14, 2025

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