Business Financial Advisor Ii

About us, purpose, experience and qualifications
**about us**:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
**purpose**:
- To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.**experience and qualifications**:
- Minimum Qualification :
Relevant Degree in Finance, Accounting or Investment Management.
- RE 5. 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.
- Experience in sales, investment and risk acumen.
- Experience within the Financial Services Sector together with the relevant preferred qualification.
- Person must not be an unrehabilitated insolvent.**additional requirements**:
- Industry Related Degree OR CFP (Certified Financial Planner) qualification
- Must not be under supervision.
- RE5 completed / passed.
- Two or more years proven industry sales record.