Advice Enablement Specialist

Overview

Hello Future Advice Enablement Specialist

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 team in FNB Integrated Advice 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.

The Advice Enablement Specialist in this space will enable the delivery of consistent, high quality, trusted and compliant financial advice in the digital and automated advice channel. The role uplifts advisor capability, supports automated advice tool adoption, embeds the advice philosophy and principles, and ensures alignment with FAIS/FSCA requirements. The specialist works closely with Product, Compliance, Legal, Frontline and Platform Enablement teams to optimise advice journeys and deliver exceptional customer outcomes.

Are you someone who can:

• Embed the organisation’s integrated advice philosophy, principles and standards in digital solutions.
• Translate regulatory requirements (FAIS, Fit & Proper, TCF/COFI) into practical guidance, templates, and decision tools.
• Support oversight of advice quality and contribute to risk‑mitigation initiatives.

• Key Advice SME in developing automated advice tools.
• Driver of determining advice logic for automated advice tools.
• Provide technical guidance for complex advice scenarios.
• Participate in testing identify defects/enhancements and collaborate with development teams.
• Develop enablement materials and communications for platform releases and new features.
• Enable adoption of advice tools.

• Track and monitor advice quality and behaviour trends of the automated advice tools.

• Must have FSCA-recognised degree (NQF Level
  7).
• Must have RE1 and RE5 (or willingness to complete within agreed timeframe).
• CFP designation advantageous.
• Must have 5–7 years’ experience as a Financial Advisor.

Technical: Financial planning knowledge, regulatory understanding (FAIS), digital advice tools, products, pricing, processes

Behavioural: Strong communication, analytical problem solving, customer centricity, attention to detail, ability to influence across teams

• Opportunities to network and collaborate
• A challenging working environment that is progressive and agile
• Opportunities to innovate where initiative is taken and owned end to end

• Adaptable and curious
• Analyse complex data sets
• Thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with First Rand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Details:
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. Closing date: 06/02/26.