Business Financial Advisor
2 days ago
Job Description: 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. 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 Mpumalanga region. Are You Someone Who Can 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 making contact with 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 You Will Be An Ideal Candidate If You Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification) RE 5 (Must not be under supervision) +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 You Will Have Access To Opportunities to network and collaborate A challenging working environment Opportunities to innovate 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 All appointments will be made in line with FirstRand 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. Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 09/12/25 #J-18808-Ljbffr
-
Business Financial Advisor- Secunda
6 minutes ago
Secunda, South Africa Fnb South Africa Full timeBusiness Financial Advisor- Secunda Job Location: Mpumalanga, Secunda Deadline: December 31 Job Description 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. About The Role As a Business Financial Advisor, you'll be...
-
Business Financial Advisor
2 days ago
Secunda, South Africa FNB South Africa Full timeA leading financial services provider is seeking a Business Financial Advisor to deliver exceptional risk and investment advice through virtual channels in Mpumalanga. The ideal candidate will have a relevant degree, over 5 years of experience in financial services, and strong sales skills. Responsibilities include achieving sales targets and managing client...
-
Virtual Business Financial Advisor
13 minutes ago
Secunda, South Africa Fnb South Africa Full timeA leading financial services institution is seeking a Business Financial Advisor in Secunda, Mpumalanga. The successful candidate will deliver risk and investment advice, manage client portfolios, and meet sales targets. Ideal candidates will have a relevant degree in finance or investment management and extensive experience in the financial services sector....
-
Strategic Financial Advisor
1 week ago
Secunda, South Africa Old Mutual Full timeA leading financial organization in South Africa is seeking a motivated advisor to provide quality service and develop customer relationships. Your role will involve analyzing customer needs, providing tailored solutions, and monitoring market data for business opportunities. Ideal candidates should have a Grade 12 qualification, relevant experience in...
-
Financial Advisor
2 weeks ago
Secunda, South Africa Sanlam Full time**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Financial Advisor
1 week ago
Secunda, South Africa Sanlam Full time**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Salaried Financial Advisor
1 week ago
Secunda, South Africa Old Mutual Full timeDescription Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing...
-
Future Financial Advisor: Craft Trusted Plans
2 weeks ago
Secunda, South Africa Old Mutual South Africa Full timeA leading financial services firm in South Africa is seeking a motivated Financial Adviser to help clients achieve their financial goals. The role involves identifying customer financial needs, delivering sound advice, and recommending effective financial solutions. Candidates must have a Matric Certificate and an entrepreneurial spirit. This is a fantastic...
-
Africa-Focused Part-Time Financial Advisor
2 days ago
Secunda, South Africa Old Mutual Full timeA leading financial services provider in South Africa is looking for a Part-time Financial Adviser. Candidates should possess at least a Grade 12 qualification and NQF Level 5. The role allows for continued work in an existing position while supplementing income through financial advice. Essential skills include strong sales abilities, excellent...
-
Service Advisor
2 weeks ago
Secunda, South Africa Clicks Group Limited Full time**Listing reference**: 016337**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Secunda - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about health and beauty products and...
