PermanentBanking & Insurance

Business Financial Advisor at FNB South Africa

Location
Gauteng
Contract
Permanent
Minimum qualification
Bachelor's degree
Closing date
Not stated — check the original listing

First listed . Last checked at source .

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In brief

**Overview** This is a full-time Business Financial Advisor role at First National Bank (FNB) South Africa, operating within the Sales and Business Development field. FNB South Africa offers dynamic career paths, structured graduate development programs, and continuous on-the-job learning opportunities across various banking, data science, IT, and client advisory roles. As a Business Financial Advisor, the successful candidate will be part of a self-motivated sales team responsible for delivering existing products and financial advisory solutions within the Gauteng region, specifically based at the Menlyn and Sandton Offices. **What you will do** * Achieve predetermined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products. * Identify new business opportunities impacting the industry, record them, and forward leads to appropriate product houses 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 and personal portfolios, identifying specific needs and goals related to financial advice. * Manage existing clients and grow portfolios by contacting customers, generating leads, and managing the growth of the active customer account base to increase client base. * Ensure adherence to relevant processes and compliance with legislative and audit requirements, managing high volume and less complex deals. * Keep up to date with expertise to develop and maintain a professional knowledge base for effective support and advice. **Requirements (from the original advert)** * Bachelors qualification. * Relevant Degree in Financial Planning (Industry Related Degree). * Preferably a CFP Designation (Certified Financial Planner). * RE 5. * Must not be under supervision for the following subcategories: Long-Term Insurance subcategory A, Long-Term Insurance subcategory B1, Long-Term Insurance subcategory B2, Long-Term Insurance subcategory B2 – A, Long-Term Insurance subcategory B1 – A, 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 within the Financial Services Sector. * Must not be an unrehabilitated insolvent. * A credit record check is required in accordance with the National Credit Act (NCA) for candidates applying for this role. * Location: Gauteng (Johannesburg, Pretoria). **Who should apply** The ideal candidate is self-motivated and possesses: * Strong sales and client service experience. * Ability to bring in new business and increase acquisition. * Strong credit experience and negotiation skills. * Experience in building and maintaining stakeholder relationships (any segment). * Strong collaboration skills. * Exposure to dealing with juristic clients. * Portfolio management experience. **Deadline** October 12, 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/business-financial-advisor-fnb-south-africa-8 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 5 years of experience.

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

- First National Bank (FNB) South Africa offers dynamic career paths, structured graduate development programs, and continuous on-the-job learning across banking, data science, IT, and client advisory roles Business Financial Advisor -------------------------- * Job Type Full Time * Qualification Bachelors * Experience 5 years * Location Gauteng * City Johannesburg , Pretoria * Job Field Sales and Business Development 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 Gauteng region. Successful candidate will be based in Gauteng, at our Menlyn and Sandton Offices. 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 contacting 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 Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner). * RE 5 Must not be under supervision for the following subcategories: * Long-Term Insurance subcategory A * Long-Term Insurance subcategory B1 * Long-Term Insurance subcategory B2 * Long-Term Insurance subcategory B2 – A * Long-Term Insurance subcategory B1 – A * 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 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 End Date: October 12, 2026 Check how your CV matches this job Method of Application ------------------------- Interested and qualified? Go to FNB South Africa on firstrand.wd3.myworkdayjobs.com to apply Build your CV for free. Download in different templates.

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