Financial Advice Service Consultant

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 Requirements:

• 2 – 3 work experience in sales, investment or within the Financial Services Sector
• Client interaction experience
• Person must not be an unrehabilitated insolvent
• Signed off supervision for 1.17, 1.18 and 1.22 intermediary. (1.14 advantageous)
• NQF Level 5 (FAIS recognized)
• RE5

Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below 30/05/25 All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.