Advice Enablement Specialist

FNB South Africa; Durban; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A financial institution in Durban seeks a Financial Advisory Coach to enhance the financial advisory environment. The role involves coaching and mentoring front-line sales teams, ensuring compliance with regulations, and facilitating hands-on training. Ideal candidates should have 5-7 years of experience as a Financial Advisor, along with relevant qualifications. Apply before 05/08/25 to be considered for this position.

Qualifications

• 5-7 years of experience as a Financial Advisor.
• 2 years as a Wealth Manager.
• Management experience is advantageous.

Responsibilities

• Provide expertise, advice, and support for the financial advisory framework.
• Ensure compliance with legislative and audit requirements.
• Coach front-line sales roles to enhance financial advisory capabilities.
• Facilitate hands-on training for sales roles.
• Drive delivery of exceptional advice through appropriate solutions.

Skills

Financial advisory expertise

Coaching and mentoring

Compliance adherence

Upskilling sales roles

Sales performance enhancement

Education

FSCA recognized Degree - NQF Level 7

RE1 and RE5

CAT I and CAT II licenses

CFP designation

Job description

Job Description

To provide expertise, advice, and support for the financial advisory philosophy and framework across the end-to-end product matrix, aiming to achieve front-line sales objectives through coaching and enabling Money Managers, Financial Advisors, and Wealth Managers to deliver the best advice to clients in accordance with business rules and FAIS requirements.

• Develop insights into situations and apply innovative solutions to improve the financial advisory environment.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes.
• Ensure the understanding and efficient adoption of the financial advisory philosophy through coaching and mentoring front-line sales roles.
• Participate in communities of practice and contribute to organisational knowledge enhancement.
• Share knowledge with sales teams to maximise skills, utilizing the Business Advice philosophy and advice processes.
• Assist in upskilling sales roles to meet team sales targets.
• Facilitate and conduct hands-on training for front-line sales roles to improve financial advisory capabilities.
• Coach actively by providing advice on solutions, products, and processes to enhance sales techniques, skills, and business performance.
• Adjust coaching approaches for different audiences.
• Track and influence business activities to increase supervised deals.
• Ensure solutions and advice meet set standards to enhance service, sales, and mitigate risks.
• Drive the delivery of exceptional advice through appropriate solutions and proposals.
• Maintain expertise on specific products, pricing, procedures, and timelines to ensure successful implementation.

Minimum Requirements

• FSCA recognized Degree - NQF Level 7
• RE1 and RE5
• CAT I and CAT II licenses, preferably a KI
• CFP designation is advantageous
• 5-7 years of experience as a Financial Advisor
• 2 years as a Wealth Manager
• Management experience is advantageous

Application Deadline
Applications will not be accepted after 05/08/25. Please submit your application before this date.

All appointments will comply with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless legally required to disclose.