Business Financial Advisor (Talent Pool)

FNB South Africa; Durban; On-site; ZAR 360,000 - 600,000; Full time

Job summary

FNB South Africa seeks a Business Financial Advisor to provide risk and investment guidance to clients in the Kwa-Zulu Natal region. You will drive sales targets, manage client portfolios and ensure FAIS compliance while delivering tailored financial advice.

The role requires a degree in Financial Planning, RE5, and bilingual communication. Strong sales, negotiation skills and relationships across stakeholders are essential for success.

Qualifications

• Degree in Financial Planning or equivalent required.
• CFP designation preferred.
• RE 5 regulatory exam completed.
• Minimum 5 years in financial services or similar environment.
• Experience in sales, investment and risk management.
• Must pass credit check per NCA.

Responsibilities

• Advise clients to meet financial goals while complying with FAIS requirements.
• Identify opportunities to advise on FirstRand investment and risk products.
• Grow and manage personal client portfolios and leads.
• Deliver high-quality financial advice and proactive solutions.
• Maintain compliance with processes and audit requirements.

Skills

Sales experience

Client service

Portfolio management

Credit experience

Stakeholder relationships

Collaboration skills

Investment risk acumen

Financial services exposure

+5 years experience

NCA compliance

Education

Financial Planning degree

CFP designation

RE 5

Job description

Job Description

To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets

Hello Future, Business Financial Advisor (Kwa-Zulu Natal)

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 Kwa-Natal region. We are looking for Advisors in these areas: Umhlanga (Durban); Pietermaritzburg; Richards Bay; Port Shepstone; Newcastle; or Ladysmith 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
• Bilingual (Afrikaans & English)
• 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 skills
• Build 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.