Business Financial Advisor

2 weeks ago

Nelspruit, South Africa FirstRand Full time

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.

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.

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
- Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
- RE 5 (Must not be under supervision)
- 3 to 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

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

Post

FNB

LI-SM7

Job Details

22/02/25

  • Financial Advisor- Nelspruit

    7 days ago

    Nelspruit, Mpumalanga, South Africa iMasFinance Co-operative (Ltd) Full time R104 000 - R208 000 per year

    At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups. About this position The Financial Advisor will be responsible for effective marketing of life assurance and funeral products within the Nelspruit-...

  • Administrator: Service Advisor

    18 hours ago

    Nelspruit, South Africa Motus Corporation Full time

    Motus Hino **Mbombela** currently holds a vacancy for an **Administrator**:Service Advisor** reporting to the Manager: Service. This position will be suited to a person who has the ability to maintain high levels of service on an on-going basis, ability to provide excellent customer service. **Position Overview**: **Specific Role Responsibilities**: - To...

  • Service Advisor

    18 hours ago

    Nelspruit, South Africa Bonafide Human Capital (Pty) Ltd Full time

    Our well known automotive dealer client based in Nelspruit currently holds a vacancy for an experienced Service Advisor. Preferences: - Previous Service Advisor Experience within a Dealership environment, mandatory. - Preferably located in the Nelspruit area. The purpose of the role is to provide prompt and quality service to customers relating to the...

  • Chief Financial Officer

    1 week ago

    Nelspruit, South Africa Christie Group Full time

    **Position Overview**: The Chief Financial Officer (CFO) is a key member of the Executive Leadership Team and a strategic business partner to the CEO and Board of Directors. This role is responsible for overseeing the financial health, risk management, strategic planning, and fiscal operations of the organisation. The CFO will lead all financial and...

  • Private Wealth Advisor

    19 hours ago

    Nelspruit, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.- Hello future Private Advisor Welcome to FNB, the home of the...

  • Service Advisor: Non-technical

    6 days ago

    Nelspruit, South Africa Motus Corporation Full time

    Motus** Nelspruit** **Multifranchise **has an opportunity available for a **NON-TECHNICAL SERVICE ADVISOR.** The purpose of the role is to provide prompt and quality service to customers relating to the service, repair and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost effective repairs and quality...

  • Sanlam Short Term Financial Adviser

    1 week ago

    Nelspruit, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

  • Service Advisor: Non-technical

    1 week ago

    Nelspruit, South Africa Motus Corporation Full time

    Motus** Multifranchise Nelspruit**has an opportunity available for a **NON-TECHNICAL SERVICE ADVISOR.** The purpose of the role is to provide prompt and quality service to customers relating to the service, repair and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost effective repairs and quality...

  • Service Advisor

    2 weeks ago

    Nelspruit, South Africa Bonafide Human Capital (Pty) Ltd Full time

    Our well known automotive vehicle dealer client based in Nelspruit is looking to employ an experienced customer driven Service Advisor with premium brand experience. The purpose of the role is to provide prompt and quality service to customers relating to the service, repair, and maintenance of vehicles, acting as an interface between the technical team and...

  • Sales Consultant

    1 week ago

    Nelspruit, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...