Advice Enablement Specialist

FNB South Africa; Durban; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking an Advice Enablement Specialist to drive exceptional financial advisory services. This role involves coaching and enabling Money Managers, Financial Advisors, and Wealth Managers to achieve sales goals while ensuring compliance and enhancing service quality. The ideal candidate will possess a strong background in financial advisory and sales, with a commitment to fostering a culture of learning and improvement. Join this dynamic team and make a significant impact on the financial advisory landscape in a supportive and innovative environment.

Qualifications

• 5-7 years of experience as a Financial Advisor.
• 2 years as a Wealth Manager with strong sales background.

Responsibilities

• Provide expertise and support for financial advisory philosophy.
• Conduct hands-on training to enhance financial advisory capabilities.

Skills

Financial Advisory

Sales Techniques

Coaching and Mentoring

Compliance Knowledge

Education

FSCA recognized Degree - NQF Level 7

RE1 and RE5 certifications

CAT I and CAT II licenses

Job description

Job Title: Advice Enablement Specialist

Location: KwaZulu-Natal, Durban | Deadline: May 22, 2025

Job Description

1. Provide expertise, advice, and support for the financial advisory philosophy and framework across the product matrix to achieve sales objectives through coaching and enabling Money Managers, Financial Advisors, and Wealth Managers.
2. Develop insights into situations and apply innovative solutions to improve the financial advisory environment.
3. Ensure compliance with legislative and audit requirements, adhering to relevant processes.
4. Promote understanding and efficient adoption of the financial advisory philosophy through coaching and mentoring front-line sales roles.
5. Participate in communities of practice and contribute to organizational knowledge improvement.
6. Share knowledge with sales teams to maximize skills using the Business Advice philosophy and advice processes.
7. Assist in upskilling sales roles to achieve team sales targets.
8. Conduct hands-on training for front-line sales roles to enhance financial advisory capabilities.
9. Actively coach by providing advice on solutions, products, and processes to improve sales techniques and business performance.
10. Adjust coaching approaches for different audiences.
11. Track and influence business activities to increase supervised deals.
12. Ensure solutions and advice meet standards to enhance service, sales, and mitigate risks.
13. Drive the delivery of exceptional advice through appropriate solutions and proposals.
14. Maintain expert knowledge on products, pricing, procedures, and timelines to ensure successful implementation.

Minimum Qualifications and Experience

• FSCA recognized Degree - NQF Level 7
• RE1 and RE5 certifications
• CAT I and CAT II licenses, preferably KI
• 5-7 years' experience as a Financial Advisor
• 2 years as a Wealth Manager
• Experience in Sales, Retail, or Business Development roles