Personal Financial Advisor Job in Roodepoort
Job Description
Personal Financial Advisor Job. The Personal Financial Advisor role stands at the forefront of the finance industry, offering tailored financial guidance to individuals seeking to navigate their fiscal landscapes effectively. With a deep understanding of financial principles and market dynamics, the Personal Financial Advisor provides comprehensive advice on investments, savings, retirement planning, and wealth management strategies. They establish trusted relationships with clients, assessing their unique financial situations and goals to develop personalized financial plans.
Responsibilities of Personal Financial Advisor Job
- Engage with prospective clients to understand their financial needs.
- Provide financial advice and recommend FNB Life and Investment products that align with the client’s financial requirements.
- Accurately record client information, and produce records of advice and sales details.
- Achieve sales, quality, and conversation targets.
- Comply with legislative regulations and adhere to all compliance requirements.
Requirements
- Digitally Dexterous
- Fully Mandated (Not Under Supervision) for the FAIS Subcategories such as 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.
- Credit record check.
Education
- Completed an FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
- Completed First Level Regulatory Examination.
