Business Financial Advisor: Growth, Investments & Risk in Newcastle upon Tyne

To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets.

As a Business Financial Advisor, you’ll be part of a team of self-motivated sales professionals through the effective delivery of existing products and financial advisory solutions in the Kwa-Natal region. The successful candidate will be based in Newcastle and Ladysmith 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:

• Have a relevant Degree in Financial Planning (Industry Related Degree). Preferably a CFP Designation (Certified Financial Planner).
• Hold RE 5.
• Have +5 years’ experience in a similar environment.
• Have experience in writing Business Insurance policies.
• Have experience in sales, investment and risk acumen.
• Have experience within the Financial Services Sector.
• Are not 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 in sales and client service experience.
• Able to bring in new business and increase acquisition.
• Possess strong credit experience and negotiation skills.
• Experienced in building and maintaining stakeholder relationships.
• Strong in collaboration skills.
• Exposed to dealing with juristic clients.
• Experienced in portfolio management.

Important Closing Date Note: Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 01/04/26. 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 fulfil 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.