Business Financial Advisor

FNB South Africa; Secunda; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is seeking a Business Financial Advisor to deliver exceptional risk and investment advice through virtual channels in Mpumalanga. The ideal candidate will have a relevant degree, over 5 years of experience in financial services, and strong sales skills. Responsibilities include achieving sales targets and managing client portfolios. This position requires adherence to compliance and a strong understanding of financial products. Ideal candidates should have strong negotiation and networking skills.

Benefits

Networking opportunities

Challenging working environment

Opportunities to innovate

Qualifications

• Must have a minimum of 5 years' experience in a similar environment.
• Experience in writing Business Insurance policies.
• In accordance with National Credit Act, candidates will require a credit record check.

Responsibilities

• Provide risk and investment advice through virtual channels.
• Achieve sales targets by identifying advisory opportunities.
• Deliver exceptional financial advice exceeding client expectations.

Skills

Sales experience

Client service experience

Strong negotiation skills

Portfolio management

Risk acumen

Education

Relevant Degree in Finance, Accounting or Investment Management

CFP qualification

Job description

Job Description: To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.

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 Mpumalanga region.

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 making contact with 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 Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
• RE 5 (Must not be under supervision)
• +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!

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.

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

09/12/25