Business Financial Advisor at FNB in Graaff Reinet
FNB · Graaff Reinet, Eastern Cape
Overview
FNB is looking for a Business Financial Advisor to provide personalised risk and investment advice to clients through virtual engagement channels in Graaff Reinet, Eastern Cape. This full time role is ideal for an experienced financial professional with a completed degree, RE 5 certification, and at least 5 years in the financial services sector. You will manage client portfolios, generate leads, and deliver compliant financial advice while growing the FNB customer base.
About the role
As a Business Financial Advisor at FNB, you will join a team of self motivated sales professionals delivering existing products and financial advisory solutions. Your main focus will be providing personalised risk and investment advice to clients through virtual engagement channels while ensuring full compliance with FAIS regulations and consistently applying the FirstRand Product Matrix and Advice Philosophy.
You will be expected to:
- Identify opportunities to advise clients on FirstRand investment and risk products
- Generate leads and forward them to the appropriate product house for cross sell opportunities
- Deliver exceptional financial advice that exceeds customer expectations
- Manage new and existing client portfolios by identifying specific needs and goals
- Grow the active customer account base through proactive contact and lead generation
- Ensure adherence to relevant processes and compliance with legislative and audit requirements
- Keep your professional knowledge up to date in your area of expertise
Important application note: Applications will not be accepted on or after 08 November 2026, so submit your application well ahead of the closing date. All appointments will be made in line with FirstRand Group's Employment Equity plan. Candidates with disabilities are encouraged to disclose their disability information on a voluntary basis, and this information will be kept confidential.
Requirements
- Relevant Degree in Financial Planning or a Bachelor of Commerce (industry related degree)
- CFP Designation (Certified Financial Planner) is preferred
- RE 5 certification
- Must not be under supervision for subcategories 1.1 to 1.16 including Long Term Insurance, Structured Deposits, Retail Pension Benefits, Shares, Money Market Instruments, Collective Investment Schemes, Forex Investment, and Deposits
- 5 or more years of experience in a similar environment
- Experience writing business insurance policies
- Strong sales, investment, and risk acumen
- Experience within the Financial Services Sector
- Must not be an unrehabilitated insolvent
- Credit record check required in accordance with the National Credit Act
Responsibilities
- Achieve predetermined sales targets across the business by advising on FirstRand investment and risk products
- Identify new business opportunities and record and forward leads to the appropriate product house for cross sell opportunities
- Deliver exceptional financial advice to FNB customers through proactive and innovative solutions
- Manage new client portfolios and identify specific financial needs and goals
- Manage existing clients and grow the portfolio by contacting customers and generating leads
- Grow the active customer account base to increase the client base
- Ensure adherence to relevant processes and compliance with legislative and audit requirements
- Manage high volume and less complex deals
- Keep up to date with your area of expertise to maintain a professional knowledge base
Job details
- Organisation
- FNB
- Location
- Graaff Reinet, Eastern Cape
- Job type
- Full time
- Experience level
- Senior (5+ years)
- Education
- Bachelor
- Category
- Banking & Insurance
- Posted
- 29 October 2026 (1 week ago)
- Closing date
- 8 November 2026
- Application Method
- Apply online
Success Guide
This is a great opportunity if you already have a few years of financial advisory experience under your belt and you are ready to take on a client facing role with one of South Africa's biggest banks. FNB is serious about compliance and client service, so make sure your CV clearly shows your RE 5 status and the specific product subcategories you are registered for. If you have your CFP, highlight it early. Also be ready to talk about how you have grown a client base or brought in new business in previous roles, because this position is very sales driven. The closing date is coming up, so get your application in early and double check that your credit record is in order since the role needs a credit check.
How we help you prepare
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