Strategic Financial Consultant

2 weeks ago


Richards Bay, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

About this role:

We are seeking a talented Strategic Financial Consultant to join our team at FirstRand Bank Limited.

Key responsibilities:

  1. Proactively grow the balance sheet of allocated customers by delivering exceptional experiences and education to a portfolio of clients on wealth creation, accumulation, and protection tactics.
  2. Drive client retention and entrenchment through contextual Money Management principles.
  3. Apply appropriate sales processes within the area of responsibility to achieve sales targets and build client relationships.
  4. Participate in planned activities that are appropriate for own development.
  5. Ensure compliance to legislative and audit requirements and adherence to relevant processes.
  6. Develop, encourage, and nurture collaborative relationships across the FRG.

About us:

FirstRand Bank Limited is a leading financial institution that supports the advancement of individuals with disabilities. We are committed to creating a diverse and inclusive work environment where experts come together to ignite effective change.

Required qualifications:

  • A FSCA recognized FAIS relevant NQF Level 5 qualification or higher qualification.
  • A completed First Level Regulatory Examination.

Additional requirements:

  • A credit record check.
  • RE 5 and FSCA recognized qualification.
  • 3-5 years' experience in Financial Planning.

How to apply:

We look forward to engaging with qualified candidates who are interested in this opportunity.



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