Financial Advisor

Website FNB South Africa

Job Description:

Engage Private Clients on overall protection tactics, increasing vertical sales index (VSI) whilst driving client retention and entrenchment within the context of Money Management principles.

Job Requirements:

  • Certified Financial Planner (CFP) preferred but not essential.
  • Experience – 3 to 5 years’ experience in a similar environment (strong background in Banking /Investment /
  • Financial Planning or Advisory / Wealth Management.
  • Essential Sub-Categories – 1.3; 1.4; 1.5; 1.14; 1.20;1.22 (Must be signed off by KI for completing supervision period)
  • Must be FIT & Proper in the following Sub-Cats – Except for 1.17; 1.18
  • Class of Business Certificates

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

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