FNB Vacancies Mpumalanga – Financial Planner

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:

  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
  • Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
  • Determine strategies for meeting clients’ financial objectives through analysis of clients’ financial information and providing expert advice.
  • Develop and nurture internal relationships within FNB enabling collaboration.
  • 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.
  • Ensure profit growth for the business through effective financial advisory services.
  • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.

Job Requirements:

  • Minimum of two years as a Financial Planner with proven sales track record RE5 and NFQ 7 (Industry Related) qualification. CFP Qualification will be an advantageHave a good understanding of Business Assurance is essential Financial services product,
  • Regulatory legislative and compliance knowledgeMust not be under Supervision

Qualification & Experience:

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

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Polokwane, Limpopo, South Africa

Application Deadline: N/A

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