Advice Enablement Specialist

firstrand; Johannesburg; On-site; ZAR 600,000 - 850,000; Full time

Job summary

A leading financial institution in South Africa is seeking an Advice Enablement Specialist to enhance the financial advisory capabilities across sales teams. The role involves coaching and supporting financial advisors to ensure compliance and boost sales effectiveness. Candidates with extensive experience in financial advising and relevant qualifications are encouraged to apply.

Qualifications

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

Responsibilities

• Provide expertise and support to front-line sales roles.
• Ensure compliance with legislative requirements.
• Facilitate hands-on training to improve sales skills.

Skills

Coaching

Supervision

Communication

Problem Solving

Education

FSCA recognized Degree - NQF Level 7

CFP designation

Job description

Advice Enablement Specialist page is loaded

Advice Enablement Specialist

Apply locations Johannesburg Pretoria | Time type Full time | Posted on Posted 2 Days Ago | Time left to apply End Date: July 23, 2025 (26 days left to apply) | Job requisition id R29934

Job Description

To provide expertise, advice, and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching, supervision, and enabling Money Managers, Financial Advisors, and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS requirements.

• Develop insights into situations and apply innovative solutions to make organizational improvements to the financial advisory philosophy and environment.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes, participating in the oversight of the rendering of financial services.
• Ensure financial advisory philosophy is understood and efficiently adopted through coaching and mentoring front-line sales roles.
• Participate in specialist communities of practice and contribute positively to organizational knowledge improvement.
• Participate in knowledge sharing to sales teams to maximize skills required, using the FNB Advice philosophy and advice processes.
• Assist and upskill sales roles in improving sales skills with the specific aim to achieve pre-determined team sales targets.
• Facilitate and conduct hands-on training to front-line sales roles as part of the financial advisory capability improvement process.
• Actively coach through providing advice about solutions, products, and processes to improve sales techniques, skills, and business performance.
• Adjust coaching approaches for different front-line audiences.
• Track, control, and influence business activities to increase supervised deals.
• Ensure solutions and advice provided to clients by sales teams meet set standards and protocols to enhance service, sales, and mitigate risks.
• Maintain own expert knowledge on specific products, pricing, application procedures, processing, and timelines to drive and achieve implementation.

Minimum Requirements:

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

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such, you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

#Post

#FNB

#LI-AM1

Job Details

Take note that applications will not be accepted on the date below and onwards; kindly submit applications ahead of the closing date indicated below.

23/07/25

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. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose it.

Introduce Yourself

Introduce yourself to our recruiters, and we will get in touch if there's a role that seems like a good match.

Should you have any queries, please log it via MyQ.

About Us

Serving retail and commercial customers, FNB is more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions to help customers navigate everyday challenges and opportunities. It has a market-leading app and a globally recognized rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB offers many opportunities to build an exciting and rewarding career, especially if you want to make a meaningful impact on people's lives in an authentic, profound, and sustainable way.