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.
Hello Future, Business Financial Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
About The Role
As a Business Financial Advisor, you’ll be part of a team of self-motivated, sales team through the effective delivery of existing products and financial advisory solutions in the Gauteng region. Successful candidate will be based in Gauteng, at our Menlyn and Sandton Offices.
Are you someone who can:
· Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
· Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
· Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions
· Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
· Manage existing clients and grow portfolio through contacting customers, generating leads and managing the growth of active customer account base to increase client base
· Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
· Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice
You will be an ideal candidate if you:
· Relevant Degree in Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner).
· RE 5
· Must not be under supervision for the following subcategories:
1.1 Long-Term Insurance subcategory A
1.2 Long-Term Insurance subcategory B1
1.3 Long-Term Insurance subcategory B2
1.4 Long-Term Insurance subcategory B2 – A
1.5 Long-Term Insurance subcategory B1 – A
1.6 Structured Deposits
1.7 Participatory Interest in Hedge Fund
1.8 Long-Term Insurance subcategory C
1.9 Retail Pension Benefits
1.10 Pension Funds Benefit
1.11 Shares
1.12 Money Market Instruments
1.13 Participatory Interests in a collective Investment Scheme
1.14 Forex Investment
1.15 Long-Term Deposits
1.16 Short-Term Deposits
· +5 years’ experience in a similar environment
· Experience in writing Business Insurance policies
· Experience in sales, investment and risk acumen
· Experience within the Financial Services Sector
· Person must not be an unrehabilitated insolvent
· In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check
You will have access to:
· Opportunities to network and collaborate
· A challenging working environment
· Opportunities to innovate
We can be a match if you are:
· Strong sales and client service experience
· Ability to bring in new business and increase acquisition
· Strong credit experience and negotiation skills
· Build and maintain stakeholder relationships experience (any segment)
· Strong collaboration skills
· Exposure to dealing with juristic clients
· Portfolio management experience
Are you interested to take the step? We look forward to engaging with you further. Apply now!
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#FNB
#LI-TG2
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
20/06/26
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.
The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The Corporate Centre’s stakeholders are external, such as regulators, shareholders, global developmental institutions and government; and also internal, mainly the market-leading businesses that service the group’s customers. These critical functions cover risk, compliance, governance, internal audit, treasury, finance and tax amongst many others. They require deep specialist and technical skills and ultimately represent the custodianship of the FirstRand group’s licence to operate.
Employees of the Corporate Centre develop a very unique perspective of the group because nowhere else can you own or be part of a mandate that operates across the portfolio. This allows for both big picture thinking and operational learning. It is also a great place to drive collaboration and a place to have a significant impact.
The Corporate Centre has adopted a blended approach to working, with a focus on balancing remote working and connections with colleagues in the workplace. Face-to-face interactions remain important to its way of working as these connections protect the business’s social capital, which is key to ensuring that FirstRand’s unique culture stays alive and continues to thrive.
