Financial Advisory Enablement Coach

FirstRand Bank India; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

FirstRand Group's FNB Private Banking seeks an Hello Future Advice Enablement Specialist to coach and supervise Money Managers, Financial Advisors and Wealth Managers across the advisory framework to deliver compliant, client‑driven advice. You will drive knowledge sharing, training and coaching to raise sales capability while adhering to FAIS requirements and business rules.

Requirements: FSCA degree (NQF 7), RE1/RE5, CAT I/II (KI preferred), CFP advantageous; 5–7 years as Financial Advisor and

Qualifications

• FSCA recognized Degree - NQF Level 7.
• RE1 and RE5 credentials.
• CAT I and CAT II license, preferably a KI.
• CFP designation advantageous.
• 5 - 7 years’ experience as a Financial Advisor.
• 2 years as Wealth Manager.
• Management experience advantageous.

Responsibilities

• Develop insights into situations and apply innovative solutions to improve the financial advisory framework.
• Ensure compliance with legislative and audit requirements and adherence to processes.
• Coach and mentor front-line sales roles to adopt the financial advisory philosophy.
• Participate in communities of practice and contribute to knowledge improvement.
• Share knowledge with sales teams to maximize skills using the FNB Advice processes.
• Upskill sales roles to achieve team sales targets and improve performance.

Education

FSCA recognized Degree - NQF Level 7

Job description

FirstRand Group's FNB Private Banking seeks an Hello Future Advice Enablement Specialist to coach and supervise Money Managers, Financial Advisors and Wealth Managers across the advisory framework to deliver compliant, client‑driven advice. You will drive knowledge sharing, training and coaching to raise sales capability while adhering to FAIS requirements and business rules.

Requirements: FSCA degree (NQF 7), RE1/RE5, CAT I/II (KI preferred), CFP advantageous; 5–7 years as Financial Advisor and