Job Description<\/p>\n
\tTo proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.<\/p>\n
Are you someone who can:<\/p>\n
\tApply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.<\/p>\n
You will be an ideal candidate if you have:<\/p>\n
\tCompleted a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
\n\tCompleted First Level Regulatory Examination<\/p>\n
You will have access to: <\/p>\n
\u00a0<\/p>\n
\tOpportunities to network and collaborate.
\n\tA challenging working environment
\n\tOpportunities to innovate.<\/p>\n
You will be a match if you can:<\/p>\n
\tPrevent wastage and identify process improvements to contain and reduce costs.
\n\tConduct digital client reviews within the context of client engagements.
\n\tLiaise with SMEs on complex products to provide appropriate product advise.
\n\tExecute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
\n\tProvide appropriate banking and financial solutions across an allocated portfolio of clients.
\n\tParticipate in planned activities that are appropriate for own development.
\n\tDevelop, encourage and nurture collaborative relationships across the FRG.
\n\tEnsure compliance to legislative and audit requirements and adherence to relevant processes.
\n\tCreates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards.
\n\tBuild working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
\n\tDeliver internal and external customer service excellence through adherence to quality service standards.
\n\tIdentify and utilise opportunities for revenue growth to deliver on sales targets.<\/p>\n
Additional Requirements: <\/p>\n
In accordance with National Credit Act (NCA) candidates applying for this role will require:<\/p>\n
\tA credit record check.
\n\tRE 5 and FSCA recognized qualification
\n\t3-5 years’ experience in Financial Planning.<\/p>\n
End Date: October 31, 2025\u00a0<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"FNB South Africa","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[26],"job-types":[12],"class_list":{"0":"post-22291","1":"job_listing","2":"type-job_listing","3":"status-expired","4":"hentry","5":"job_listing_region-mpumalanga","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/22291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=22291"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=22291"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=22291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}