Business Financial Advisor

RMB; Klerksdorp; On-site; ZAR 536,000 - 658,000; Full time

Job summary

FNB is seeking a Business Financial Advisor to provide personalised risk and investment advice to clients via virtual channels while complying with FAIS regulations. The role focuses on growing a portfolio, managing client relationships, and delivering tailored financial solutions.

The ideal candidate has a relevant degree in Financial Planning, a CFP designation, and 5+ years of experience in sales and advisory within financial services.

Qualifications

• Degree in Financial Planning or equivalent; CFP preferred.
• RE 5 certification and regulatory compliance knowledge.
• Experience in selling financial products and advising clients.

Responsibilities

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and record leads for cross-sell.
• Deliver compliant, proactive financial advice to clients.

Skills

Sales experience

Client service

Portfolio management

Relationship building

Advisory skills

Education

Financial Planning degree

CFP designation

RE 5

Tools

CRM systems

Financial planning software

Job description

## Business Financial AdvisorApply: Klerksdorp: Full time: Posted Today: End Date: September 30, 2026 (7 days left to apply): R50910# **Job Description**To provide personalised risk and investment advice to clients via virtual engagement channels, ensuring full compliance with FAIS regulations and consistently applying the FirstRand Product Matrix and Advice Philosophy.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:1.1 Long-Term Insurance subcategory A1.2 Long-Term Insurance subcategory B11.3 Long-Term Insurance subcategory B21.4 Long-Term Insurance subcategory B2 – A1.5 Long-Term Insurance subcategory B1 – A1.6 Structured Deposits1.7 Participatory Interest in Hedge Fund1.8 Long-Term Insurance subcategory C1.9 Retail Pension Benefits1.10 Pension Funds Benefit1.11 Shares1.12 Money Market Instruments1.13 Participatory Interests in a collective Investment Scheme1.14 Forex Investment1.15 Long-Term Deposits1.16 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**Are you interested to take the step? We look forward to engaging with you further. Apply now!**