Financial Advisor

About this role

FirstRand (FNB) is looking for a Financial Advisor to join its team in Graaff-Reinet, Eastern Cape. The role focuses on giving clients personal risk and investment advice through virtual channels, while following FAIS rules and FirstRand’s product guidelines.

What you’ll do

• Meet sales targets by spotting chances to recommend FirstRand investment and risk products.
• Find new business leads, record them and pass them to the right product team so clients can be offered more products.
• Give FNB customers financial advice that goes beyond what they expect, using practical and creative solutions.
• Take on new clients and manage their personal portfolios, including understanding their needs and financial goals.
• Look after existing clients, grow their portfolios, generate leads and build your active customer base.
• Make sure your work follows set processes, legislation and audit requirements, and handle high-volume, less complex deals.

What you need

• A relevant degree in Financial Planning, or a Bachelor of Commerce in an industry-related field.
• RE5 registration.
• You must not be working under supervision in the subcategories listed in the advert, including long-term insurance, structured deposits, pension benefits, shares, collective investment schemes and deposits.
• Five or more years of experience in a similar environment.
• Experience in writing business insurance policies.
• Experience in sales, investment and risk.
• Experience in the financial services sector.
• You must not be an unrehabilitated insolvent.
• A credit record check will be done, as required under the National Credit Act.
• Advantageous: a CFP (Certified Financial Planner) designation.
• Advantageous: strong sales and client service experience, and the ability to bring in new business.
• Advantageous: strong credit and negotiation skills.
• Advantageous: experience building stakeholder relationships, dealing with juristic clients and managing portfolios.

Is this job for you?

This role suits an experienced financial adviser who enjoys sales and building client relationships. You should be comfortable working on your own, hitting targets and keeping up with rules and compliance.

Tips before you apply

• Have your RE5 certificate, degree certificate and proof of any CFP designation ready to upload.
• On your CV, show specific sales results, client portfolios you have managed and the financial products you have advised on.
• Give clear examples of at least five years in financial services, including any business insurance policy work, so the experience requirement is easy to check.

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