Private Client Advisor

FirstRand Limited; Pretoria; On-site; ZAR 420,000 - 640,000; Full time

Job summary

FirstRand Limited in Pretoria seeks a financial planning professional to provide wealth-building guidance for private clients, focusing on foundational wealth creation, accumulation, and protection strategies.

You will contribute to budgeting, resource planning, and cross-functional collaboration to deliver a positive client experience while supporting long-term growth and risk management.

Qualifications

• 2 to 3 years experience in financial advice/financial planning.
• Must have an NQF level 7 and RE5.
• Experience in budgeting and financial resource planning.

Responsibilities

• Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration.
• Present the business case to motivate for financial resources.
• Analyse and develop implementation plans against the forecasted financial budget.
• Develop tactical budget for area of responsibility that minimises expenditure and manages costs.
• Control the budget for area including the authorisation of expenditures and implementation of financial regulations.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
• Engage in cross-functional relationships to obtain and to provide work support.
• Drive strategic projects, change management and platform integration across operations.

Skills

Financial planning

Customer-centric

Budgeting

Education

NQF level 7

RE5

Tools

Budgeting

Job description

Job Description To provide an exceptional experience to private clients focused on foundational wealth creation, accumulation, and protection strategies. Enhance client engagement and loyalty by applying contextual Money Management principles, driving growth in the Vertical Sales Index (VSI), and fostering long-term client retention and entrenchment.

2 to 3 years experience in financial advise/financial planning Must have an NQF level 7 Must have - RE5 #LI-TM2 #POST #FNB Contribute to the development of larger overall area budget Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration Research and design a longer term financial resource requirement plan for the area of responsibility Present the business case to motivate for financial resources Analyse and develop implementation plans against the forecasted financial budget Develop tactical budget for area of responsibility that minimise expenditure and manage costs Control the budget for area including the authorisation of expenditures and implementation of financial regulations. Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in Engage in cross-functional relationships to obtain and to provide work support Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships. Ensure that the customer is at the centre of the business philosophy, operations and ideas. Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement Creates risk awareness and manages audit findings Participate in Group risk forums where required and cascades relevant information through team Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions Drive strategic projects, change management and platform integration across operations Leverage Group capability to exploit opportunities Ensure and encourage adherence to an operational framework of policies and procedures Execute defined business strategy by translating it into the business operations Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions Be aware of, and responsive to local conditions Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement Develop and implement a personal development plan Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others Share information and empower others to act Acts as a role model for continuous professional development in area of expertise Lead a development culture where information regarding successes, issues, trends and ideas are actively shared Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement.

Closing Date: 08/09/26.

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.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.