Financial Advice Service Consultant at FNB South Africa

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