Financial Advisor

FNB South Africa; Graaff-Reinet; On-site; ZAR 350,000 - 650,000; Full time

Benefits offered by this job

Networking opportunities

Challenging working environment

Opportunities to innovate

Job summary

FNB South Africa is seeking a Business Financial Advisor in Graaff-Reinet to provide personalised risk and investment advice via virtual channels. You will support clients, build relationships and ensure FAIS compliance while delivering FirstRand products and solutions.

The role requires strong sales, portfolio management and regulatory knowledge, based in South Africa with opportunities to grow within the advisory team.

Qualifications

• Degree in Financial Planning or BCom; CFP designation preferred.
• RE 5 and long-term insurance subcategory eligibility required.
• Minimum 5 years’ experience in financial services and sales.

Responsibilities

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and cross-sell to clients.
• Provide exceptional financial advice and manage client portfolios.

Skills

Sales experience

Client service

Negotiation skills

Stakeholder relationships

Collaboration skills

Juristic client exposure

Portfolio management

Education

Relevant degree in Financial Planning

Bachelor of Commerce

CFP designation

RE 5

Job description

Hello Future, Business Financial Advisor (Graaff-Reinete 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.

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.

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. 27/09/26 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.