Business Financial Advisor- Secunda needed at FNB South Africa

Job Description

• To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.

About The Role

• As a Business Financial Advisor, you’ll be part of a team of self-motivated, sales team through the effective delivery of existing products and financial advisory solutions in the Mpumalanga region.

​​​​​​​Are you someone who can:

• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
• Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
• Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions
• Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
• Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base
• Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
• Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice

​​​​​​​You will be an ideal candidate if you:

• Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
• RE 5 (Must not be under supervision)
• +5 years’ experience in a similar environment
• Experience in writing Business Insurance policies
• Experience in sales, investment and risk acumen
• Experience within the Financial Services Sector
• Person must not be an unrehabilitated insolvent
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

End Date: December 9, 2025