Business Financial Advisor

RMB Nigeria Limited; Klerksdorp; On-site; ZAR 483,000 - 653,000; Full time

Job summary

FNB is seeking a Business Financial Advisor to provide personalised risk and investment guidance to clients via virtual channels, ensuring FAIS compliance and adherence to the FirstRand Product Matrix. The role focuses on delivering top-tier financial advice, managing client portfolios, and expanding the client base from Gauteng offices in Menlyn and Sandton.

Ideal candidates will have a relevant Financial Planning degree, CFP designation, and extensive sales and credit experience within the

Qualifications

• Relevant Degree in Financial Planning (Industry Related Degree).
• Preferably CFP Designation.
• RE 5 not required for this role.

Responsibilities

• Achieve sales targets across the business by identifying opportunities to advise on investment and risk products.
• Identify new business opportunities and forward leads to appropriate product houses.
• Deliver exceptional financial advice to clients that exceeds expectations with proactive, innovative solutions.
• Manage new clients, personal portfolios and identify needs and goals for financial advice.
• Manage existing clients and grow portfolio by contacting customers and generating leads.

Skills

Sales experience

Client service

New business development

Portfolio management

Negotiation skills

Relationship management

Education

Financial Planning degree

CFP designation

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!**