Financial Advisor

FirstRand Bank India; Camdeboo Local Municipality; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Bank India is seeking a skilled Business Financial Advisor in South Africa’s Gauteng region to provide personalised risk and investment advice to clients via virtual engagement channels while complying with FAIS regulations.

The role involves managing portfolios, generating leads, and delivering exceptional financial advice to clients. Preference for CFP designation, RE5, and 5+ years in a similar environment.

Qualifications

• Proven ability to achieve sales targets and advise on investment and risk products.
• Experience in delivering financial advisory solutions to clients.
• Ability to build and manage client portfolios and relationships.

Responsibilities

• Achieve sales targets by identifying opportunities to advise on FirstRand investment and risk products.
• Identify new business opportunities and forward leads for cross-sell opportunities.
• Deliver exceptional financial advice to customers and exceed expectations with appropriate solutions.
• Manage new and existing clients and grow portfolios through proactive engagement and referrals.
• Ensure compliance with FAIS regulations and audit requirements.

Skills

Sales experience

Financial advisory

Client service

Portfolio management

Negotiation

Relationship building

Education

Bachelor of Commerce

Relevant Degree in Financial Planning

CFP Designation

RE 5

Job description

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 (Graaff-Reinet Eastern Cape)

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 or a Bachelor of Commerce (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 A
  • 1.2 Long-Term Insurance subcategory B1
  • 1.3 Long-Term Insurance subcategory B2
  • 1.4 Long-Term Insurance subcategory B2 – A
  • 1.5 Long-Term Insurance subcategory B1 – A
  • 1.6 Structured Deposits
  • 1.7 Participatory Interest in Hedge Fund
  • 1.8 Long-Term Insurance subcategory C
  • 1.9 Retail Pension Benefits
  • 1.10 Pension Funds Benefit
  • 1.11 Shares
  • 1.12 Money Market Instruments
  • 1.13 Participatory Interests in a collective Investment Scheme
  • 1.14 Forex Investment
  • 1.15 Long-Term Deposits
  • 1.16 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

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.

08/11/26

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.