Advice Enablement Specialist

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 Business 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 organisational knowledge improvement.
• Participate in knowledge sharing to sales teams to maximise skills required, using the Business 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
  
  

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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.

14/05/25

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.