Business Financial Advisor – Growth & Advisory Expert

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

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.