Business Financial Advisor

FirstRand Limited; Klerksdorp; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FirstRand Limited, through FNB, seeks a Business Financial Advisor in Klerksdorp to deliver personalised risk and investment advice via compliant channels. You will drive revenue by achieving sales targets and cross-selling FirstRand investment and risk products.

The role requires strong client service, portfolio management, and a track record in sales within the financial services sector, with relevant qualifications and regulatory requirements met.

Qualifications

• Degree in Financial Planning or related field.
• CFP designation preferred; RE 5 compliance essential.
• Experience in selling investment and risk products.
• Strong knowledge of FAIS regulations and compliance.

Responsibilities

• Provide personalised risk and investment advice to clients via FAIS-compliant channels.
• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and generate leads for cross-sell.
• Manage client portfolios and grow active client base.
• Maintain regulatory and audit compliance in all activities.

Skills

Sales experience

Client service excellence

New business development

Portfolio growth

Stakeholder relationships

Credit risk assessment

Collaboration skills

Juristic client exposure

Education

Relevant Degree in Financial Planning

CFP Designation

RE 5 (Long-Term Insurance)

Job description

## Business Financial AdvisorApplylocations: Klerksdorptime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 8, 2026 (7 days left to apply)job requisition id: 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!**#Post#FNB#LI-TG2# # **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.**08/07/26All 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.