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 Limpopo region. Successful candidate will be based in Tzaneen Offices.
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 contacting 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 Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner).
RE 5
Must not be under supervision for the following subcategories:
Long-Term Insurance subcategory A
Long-Term Insurance subcategory B1
Long-Term Insurance subcategory B2
Long-Term Insurance subcategory B2 - A
Long-Term Insurance subcategory B1 - A
Structured Deposits
Participatory Interest in Hedge Fund
Long-Term Insurance subcategory C
Retail Pension Benefits
Pension Funds Benefit
Shares
Money Market Instruments
Participatory Interests in a collective Investment Scheme
Forex Investment
Long-Term Deposits
Short-Term Deposits
+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
You will have access to:
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
We can be a match if you are:
Strong sales and client service experience
Ability to bring in new business and increase acquisition
Strong credit experience and negotiation skills
Build and maintain stakeholder relationships experience (any segment)
Strong collaboration skills
Exposure to dealing with juristic clients
Portfolio management experience
End Date: May 9, 2026