Business Financial Advisor

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.

Hello Future, Business Financial Advisor (Polokwane),

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

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 Limpopo, at our Polokwane Offices.

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

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

Are you interested to take the step? We look forward to engaging with you further. Apply now!

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