Growth-Focused Business Financial Advisor

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

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.