Business Financial Advisor

Job Description:

To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the First Rand Product Matrix and Advice Philosophy.

Hello Future, Business Financial Advisor.

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.

As a Business Financial Advisor, you’ll be part of a team of self‑motivated individuals who deliver existing products and financial advisory solutions in the Gauteng region. Successful candidates will be based in Gauteng at our Menlyn and Sandton offices.

• Achieve previously determined sales targets by identifying opportunities to advise on First Rand investment and risk products.
• Identify new business opportunities that impact the industry, record and forward leads to the appropriate product house to ensure cross‑sell opportunities and strengthen client relationships.
• Deliver exceptional financial advice to FNB customers that exceeds 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 with legislative and audit requirements; manage high volume and less complex deals.
• Keep up to date with own area of expertise to develop and maintain professional knowledge to provide effective support and advice.

• Relevant degree in financial planning (industry related degree). Preferably a CFP designation.
• RE 5.
• Must not be under supervision for the following subcategories:
  • Long-Term Insurance subcategory A
  • Long-Term Insurance subcategory B
  • 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 with in the financial services sector.
• Person must not be an unrehabilitated insolvent.
• In accordance with National Credit Act (NCA), candidates applying will require a credit record check.

• Opportunities to network and collaborate.
• A challenging working environment.
• Opportunities to innovate.

• 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!

Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below: 05/02/26.

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.