Advice Enablement Specialist

Advice Enablement Specialist page is loaded## Advice Enablement Specialistlocations : Pretoria : Cape Towntime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 30, 2025 (6 days left to apply)job requisition id : R29934#

• 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, supervision 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 organizational improvements to the financial advisory philosophy and environment.
• Ensure compliance to legislative and audit requirements and adherence to relevant processes and participating in the oversight of the rendering of financial service.
• 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 organizational knowledge improvement.
• Participate in knowledge sharing to sales teams to maximize 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.
• Participate in specialist communities of practice and contribute positively to own and organizational knowledge improvement.
• Participate in knowledge sharing to sales teams to maximize 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.
• 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 Requirement :
• FSCA recognized Degree - NQF Level 7
• RE1 and RE5
• CAT I and CAT II license, preferably a KI
• CFP designation advantageous
• 5 - 7 years' experience as a Financial Advisor
• 2 years as Wealth Manager
• Management experience advantageous
• Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.
• #Post#FNB#LI-AM1# #
• Job Details
• Application Closing Date
• 30 / 10 / 25All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via .FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa.The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group.The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses.The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.

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