Business Financial Advisor

FirstRand Bank; Polokwane; On-site; ZAR 350,000 - 520,000; Full time

Job summary

FirstRand Bank in Polokwane invites experienced Business Financial Advisors to join a dynamic sales and advisory team. You will deliver existing products and tailored financial solutions to clients in the Limpopo region, building trusted relationships and growing a personal portfolio from new and existing clients.

The role requires a relevant degree in financial planning (CFP desirable), RE5, and a track record of meeting targets.

Qualifications

• 5+ years' experience in a similar environment.
• Experience in sales, investment and risk acumen.
• Experience within the Financial Services Sector.
• Relevant Degree in Financial Planning (CFP preferred).
• RE5 certification and regulatory awareness.
• NCA credit record check per policy.

Responsibilities

• Achieve sales targets across the business by identifying opportunities to advise on investment and risk products.
• Identify new business opportunities and record/forward leads for cross-sell and client relationships.
• Deliver financial advice to FirstRand customers that meets expectations with appropriate solutions.
• Manage new clients and personal portfolios; assess needs and goals for financial guidance.
• Grow portfolio by contacting customers and expanding the active client base.
• Ensure adherence to processes and compliance; manage high volume, less complex deals.

Skills

Sales experience

Client service

Credit experience

Negotiation skills

Portfolio management

Stakeholder relationships

Collaboration skills

Education

CFP Designation

RE5

Financial Planning degree

Job description

Hello Future, Business Financial Advisor (Polokwane),

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 Limpopo region . Successful candidate will be based in Limpopo, at our Polokwane 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 skillsBuild and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

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.

21/11/26

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.