Financial Advice Service Consultant needed at FNB South Africa

Gauteng, Johannesburg Full Time Accounting / Financial Services

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Job title : Financial Advice Service Consultant

Job Location : Gauteng, Johannesburg

Deadline : May 04, 2025

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Job Description

  • To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the business Advisory Sales and Product mandates.
  • Achievement of key performance indicators for the business.
  • Effective referrals of calls made – Conversion on contactable calls.
  • Turnaround time on allocated workflow as measured by CRM SLA agreements.
  • As per call assessments from Supervisors using pre-determined QA sheets.
  • Deliver exceptional Financial Advice to customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Spot check on CRM outcomes compared to conversations (supervisor).
  • Improvement of self (Product knowledge tests, teamwork, complaints).

Minimum Requirement:

  • NQF Level 5 FSCA recognized qualification
  • Regulatory Exam (RE5) Certificate
  • 2 – 3 years in a similar environment

How to Apply for this Offer

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  • Accounting / Financial Services  jobs
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