Business Financial Advisor

About this role

FirstRand, through its FNB brand, is looking for a Business Financial Advisor to join its sales team in Gauteng. The role is about giving sound financial advice and growing a client base through FirstRand’s investment and risk products. You will be based at the Menlyn and Sandton offices.

What you’ll do

• Meet sales targets by spotting chances to advise clients on FirstRand investment and risk products.
• Find new business leads, record them and pass them to the right product house, so clients can be offered more products.
• Give clear, practical financial advice that goes beyond what clients expect.
• Take on new clients and manage personal portfolios, including their needs and financial goals.
• Look after existing clients, grow their portfolios and build your active customer base through calls and lead generation.
• Follow internal processes and meet legal, compliance and audit requirements, including handling high-volume, less complex deals.

What you need

• A relevant degree in Financial Planning, or another industry-related degree.
• RE5 licence. You must work without supervision in the listed subcategories, including long-term insurance, retirement benefits, shares, money market instruments, collective investment schemes, forex and deposits.
• 5 years or more of experience in a similar environment.
• Experience in the financial services sector.
• Experience in sales, investment and risk.
• Experience writing business insurance policies.
• Good credit and negotiation skills.
• Experience building and maintaining stakeholder relationships.
• Experience managing portfolios.
• Advantageous: a CFP (Certified Financial Planner) designation.
• Advantageous: exposure to juristic (business) clients.
• You must not be an unrehabilitated insolvent.
• You must pass a credit record check, as required by the National Credit Act.

Is this job for you?

This role suits an experienced financial adviser who enjoys sales and building long-term client relationships. You should be comfortable setting targets, bringing in new business and working within strict compliance rules.

Tips before you apply

• Have your RE5 licence details, degree certificate and any CFP documents ready to upload.
• Show your sales results and portfolio numbers on your CV, such as targets met and the size of the books you managed.
• Give clear examples of insurance or investment work, and name the subcategories you have worked in without supervision.

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