FNB Jobs – Financial Planner C

Website FNB South Africa

Job Description:

To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets.

Job Responsibilities:

  • Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
  • Ensure profit growth for the business through effective financial advisory services.
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.
  • Determine strategies for meeting clients’ financial objectives through analysis of clients’ financial information and providing expert advice.
  • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Identify new business opportunities and forward these leads to the appropriate product house to ensure cross sell opportunities.
  • Grow portfolio and increase customer base by managing existing clients, generating new leads and growing active customer account base.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
  • Develop and nurture internal relationships within FNB enabling collaboration.

Qualification & Experience:

  • Person must not be an unrehabilitated insolvent
  • Experience : 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level
  • Minimum Qualification : Relevant Diploma in Financial Planning, RE, Certified Financial Planner

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Upington, Northern Cape, SA

Application Deadline: N/A

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