Broker Consultant

FirstRand group; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group in Cape Town seeks a Business Development Manager to drive business growth in partnership with Private Advisors. Responsibilities include supporting campaigns, identifying leads, and managing regional relationships. The ideal candidate holds a BCom degree and has 3–5 years of experience in a Broker Consultant role, ideally with investment and insurance experience. Join a progressive environment that supports innovative thinking and collaboration. Apply by 24/01/26.

Benefits

Networking opportunities

Challenging working environment

Innovation-driven culture

Qualifications

• 3–5 years in a Broker Consultant role required.
• Investment and Long-Term Insurance experience preferred.
• CFP certification is a plus.

Responsibilities

• Drive the growth of the business in partnership with Private Advisors.
• Support campaigns and build relationships within assigned regions.
• Manage the full engagement process from quote to completion.

Skills

Business development

Relationship building

Analytical skills

Attention to detail

Education

BCom Degree or Related Qualification

Tools

LISP (Linked Investment Service Provider)

Job description

Future Invest and Insure (Broker Consultant) Business Development Manager

To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project managing various business development activities and initiatives, and ensuring delivery of the portfolio’s key objectives. Critical outputs of the role are to identify leads, support campaigns, and build relationships within assigned regions.

This role will be based in Cape Town

Are you someone who can:

• Provide first line support on escalations that are outside of turnaround time.
• Manage all segment leadership requests.
• Report on all challenges within regions and manage expectations.
• Manage the full process related engagement from submission of quote to completion.
• Proactively support lead usage, assisting with seeking opportunities through adviser tools.
• Drive campaign management in region on all newly launched campaigns, launch, track and keep momentum going.
• Track and contribute to the attainment of the monthly budget, reporting on progress, as well as deriving strategies on how to close gaps in achieving targets.
• Analyse and develop implementation plan against the forecasted financial budget.
• Develop tactical budget for area of responsibility that minimise expenditure and manage costs.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
• Contribute to sustaining a competitive edge through upskilling and coaching frontline advisors on how to effectively upsell clients.
• Develop and implement practices which build service delivery excellence and implement efficiency models.
• Model and coach behaviours that build rewarding relationships, encourage innovation and allow others to provide exceptional customer service.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and provide advice to relevant stakeholders.
• Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in an area of accountability to identify and manage risk exposure.
• Participate in relevant management forums where required and cascade relevant information through team.
• Identify opportunities across the business by grouping similar projects to enable the re-use of similar enterprise capabilities to improve efficiencies and manage duplication.

You will be an ideal candidate if you:

• BCom Degree or Related Qualification.
• Investment and Long‑Term Insurance experience.
• 3–5 Years in a Broker Consultant Role.
• CFP would be preferable.
• Experience working on a platform e.g. LISP – Linked Investment Service Provider.

You will have access to:

• Opportunities to network and collaborate.
• A challenging working environment that is progressive and agile.
• Opportunities to innovate where initiative is taken and owned end to end.

We can be a match if you are:

• Adaptable and curious.
• Attention to detail.
• Thrive in a collaborative environment.
• Deadline driven.
• Able to handle a pressurized environment.

Apply now if you are interested in taking the next step. We look forward to engaging with you!

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.

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

24/01/26