Business Financial Advisor

FirstRand Bank India; Johannesburg; In loco; ZAR 450.000 - 750.000; Tempo pieno

Descrizione del lavoro

FNB, part of the FirstRand Group, is seeking a Business Financial Advisor in Gauteng. You will drive sales of investment and risk products, deliver tailored financial advice, and manage client portfolios from Menlyn and Sandton offices. A CFP designation and RE5 are preferred, with 5+ years of experience in financial services.

The role emphasizes compliance, customer-centric service, and proactive lead generation to grow the client base in a dynamic environment.

Competenze

• Must have a relevant Degree in Financial Planning (CFP preferred).
• RE 5 certification is required.
• 5+ years in a similar environment with financial services experience.
• Experience in writing Business Insurance policies and risk assessment.
• Strong sales, investment advisory, and client relationship skills.

Mansioni

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and forward leads to product houses for cross-sell opportunities.
• Deliver high-quality financial advice to clients that meets their needs.
• Manage client portfolios and identify goals for financial planning.
• Grow the active client base through outreach and relationship management.

Conoscenze

Sales experience

Client service

New business development

Credit risk knowledge

Negotiation skills

Portfolio management

Stakeholder relationships

Formazione

Relevant Degree in Financial Planning

CFP Designation

RE 5

Descrizione del lavoro

Job Description

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:

  • Long-Term Insurance subcategory A

  • Long-Term Insurance subcategory B1

  • Long-Term Insurance subcategory B2

  • Long-Term Insurance subcategory B2 – A

  • Long-Term Insurance subcategory B1 – A

  • Structured Deposits

  • Participatory Interest in Hedge Fund

  • Long-Term Insurance subcategory C

  • Retail Pension Benefits

  • Pension Funds Benefit

    • Shares

    • Money Market Instruments

    • Participatory Interests in a collective Investment Scheme

    • Forex Investment

    • Long-Term Deposits

    • 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

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. For us to fulfil 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.

Important Closing Date Note

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

03/11/26

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.