Business Financial Advisor

About the role

As a Business Financial Advisor at FNB, you will join a self‑motivated sales team delivering financial advisory solutions across the Kwa‑Zulu‑Natal region. Based in the Newcastle and Ladysmith offices, you will help clients achieve their financial goals while complying with FAIS regulations.

Key responsibilities

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify and forward new business opportunities to product houses.
• Provide proactive, innovative financial advice that exceeds client expectations.
• Onboard new clients, manage personal portfolios, and grow existing client relationships.
• Ensure compliance with legislative, audit, and FAIS requirements.
• Handle high‑volume, less‑complex deals while staying current in your area of expertise.

Required profile

• Relevant degree in Financial Planning (preferably a CFP designation).
• Bilingual proficiency in Afrikaans and English.
• Not supervised for listed insurance and investment sub‑categories.
• Minimum five years of experience in a similar financial advisory environment.

Required skills

• FAIS compliance knowledge.
• Investment product expertise.
• Portfolio management.
• Financial planning and advisory.

What we offer

• Opportunity to work within a dynamic, diverse talent team.
• Access to a broad range of financial products and services.
• Professional development in a leading South African bank.