Advice Enablement Specialist-2 Apply to locations: Cape Town
Time type: Full time
Posted on: Posted Yesterday
Time left to apply: End Date: November 15, 2024 (5 days left to apply)
Job requisition ID: R23737
Job Description To provide expertise, advice, and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS requirements.
Develop insights into situations and apply innovative solutions to make organisational improvements to the financial advisory philosophy and environment.Ensure compliance to legislative and audit requirements and adherence to relevant processes.Ensure financial advisory philosophy is understood and efficiently adopted through coaching and mentoring front-line sales roles.Participate in specialist communities of practice and contribute positively to own and organisational knowledge improvement.Participate in knowledge sharing to sales teams to maximise skills required, using the FNB Advice philosophy and advice processes.Assist and upskill sales roles in improving sales skill with the specific aim to achieve pre-determined team sales targets.Facilitate and conduct hands-on training to front-line sales roles as part of the financial advisory capability improvement process.Actively coach through providing advice about solutions, products and processes with the aim to improve sales techniques, skill and business performance.Adjust coaching approaches for different front-line audiences.Track, control and influence business activities with the specific aim to increase supervised deals.Ensure solutions and advice provided to clients by sales teams meets set standards and protocols to enhance service, sales and mitigate risks.Track, control and drive the delivery of exceptional advice by sales teams through appropriate solutions and proposals to clients.Maintain own expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve implementation. Minimum Requirements: FSCA recognized Degree - NQF Level 7RE1 and RE5CAT I and CAT II license, preferably a KICFP designation advantageous5 - 7 years' experience as a Financial Advisor2 years as Wealth ManagerManagement experience advantageous Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 15/11/24
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 fulfill 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.
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About Us Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career, especially if you want to change people's lives in an authentic, profound and sustainable way.
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