Virtual Financial Advisor: Investment & Risk Solutions

FNB South Africa; Graaff-Reinet; On-site; ZAR 300,000 - 540,000; Full time

Job summary

FNB South Africa is seeking a Business Financial Advisor to provide personalised risk and investment advice to clients while strictly following FAIS regulations and the FirstRand Product Matrix and Advice Philosophy. The role is based in Gauteng, with offices in Menlyn and Sandton, and involves delivering financial solutions to a busy client base.

The ideal candidate will have a relevant degree, RE5, and a CFP designation.

Qualifications

• Relevant degree in Financial Planning or a BCom (Industry related).
• CFP designation preferred.
• RE 5 certification required.

Responsibilities

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and record leads for cross-sell.
• Deliver exceptional financial advice to clients that meets expectations.
• Manage new and existing clients, portfolios and client needs.
• Adhere to processes, compliance, and audit requirements in high-volume deals.
• Stay up to date with expertise to provide effective support.

Skills

Sales experience

Client service

Financial advisory

Portfolio management

Education

BCom in Finance

CFP designation

RE 5

Job description

FNB South Africa is seeking a Business Financial Advisor to provide personalised risk and investment advice to clients while strictly following FAIS regulations and the FirstRand Product Matrix and Advice Philosophy. The role is based in Gauteng, with offices in Menlyn and Sandton, and involves delivering financial solutions to a busy client base.

The ideal candidate will have a relevant degree, RE5, and a CFP designation.