Growth-Driven Business Financial Advisor

FirstRand Bank Limited; Sandton; On-site; ZAR 420,000 - 660,000; Full time

Job summary

FirstRand Bank Limited in Gauteng is seeking a Business Financial Advisor to join the sales-driven team. You will advise on FirstRand investment and risk products, build and manage client portfolios, and expand the customer base with proactive financial solutions.

The role requires a relevant financial planning degree (CFP preferred) and strong sales, negotiation, and advisory skills. Based in Gauteng with offices in Menlyn and Sandton, you will operate in a compliant, high-volume environment.

Qualifications

• Relevant Degree in Financial Planning (CFP preferred).
• 5+ years in a similar sales/financial advisory environment.
• Experience in sales, investment and risk awareness within financial services.
• Credit record check as per NCA requirements.

Responsibilities

• Achieve sales targets across the business by advising on FirstRand investment and risk products.
• Identify new business opportunities and relay leads for cross-sell opportunities.
• Deliver exemplary financial advice that exceeds customer expectations.
• Manage new and existing client portfolios and advise on needs and goals.
• Maintain compliance with processes and audit requirements and manage high-volume deals.

Skills

Sales experience

Client service

Portfolio management

Stakeholder relationships

Negotiation skills

Education

Financial Planning degree

CFP designation

Job description

FirstRand Bank Limited in Gauteng is seeking a Business Financial Advisor to join the sales-driven team. You will advise on FirstRand investment and risk products, build and manage client portfolios, and expand the customer base with proactive financial solutions.

The role requires a relevant financial planning degree (CFP preferred) and strong sales, negotiation, and advisory skills. Based in Gauteng with offices in Menlyn and Sandton, you will operate in a compliant, high-volume environment.