Strategic Financial Advisor for Growth & Advisory

FirstRand Limited; Johannesburg; On-site; ZAR 450,000 - 750,000; Full time

Job summary

FirstRand Limited in Gauteng seeks a Business Financial Advisor to deliver expert financial advice and manage a growing client portfolio. You will focus on opportunities to advise on FirstRand investment and risk products, and you will work to expand the client base while maintaining compliance and high service standards.

Based in Gauteng with offices in Menlyn and Sandton, you will build relationships, generate leads, and contribute to revenue growth through proactive advisory solutions

Qualifications

• Degree in Financial Planning or related field.
• CFP designation preferred.
• RE 5 regulatory qualification required.

Responsibilities

• Achieve sales targets by identifying opportunities to advise on investment and risk products.
• Identify new business opportunities and log leads for cross-sell opportunities.
• Deliver exceptional financial advice to customers across Gauteng.

Skills

Sales experience

Financial advisory

Portfolio management

Client relationships

Negotiation

Risk awareness

Education

Relevant Degree in Financial Planning

CFP Designation

RE 5

Job description

FirstRand Limited in Gauteng seeks a Business Financial Advisor to deliver expert financial advice and manage a growing client portfolio. You will focus on opportunities to advise on FirstRand investment and risk products, and you will work to expand the client base while maintaining compliance and high service standards.

Based in Gauteng with offices in Menlyn and Sandton, you will build relationships, generate leads, and contribute to revenue growth through proactive advisory solutions