Job Description
To provide specialist solution advise and to design a solution that best meets the needs of the client To coordinate the implementation of the designed solution, managing the project implementation across the relevant business units- Create and prepare business cases to support design and development of financial advice tools, solutions, products and enhancements that will deliver on the strategic objectives of product house or business unit.
- Develop, encourage and nurture collaborative relationships across the FRG by building working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
- Develop new insights into situations and apply innovative solutions to achieve business unit strategy and objectives, in the area of integrated financial advice, covering both regulated FAIS and non-FAIS advice.
- Own, facilitate and coordinate end to end implementation of prioritised and approved tools and solutions for relevant product house or business unit.
- Ensure financial advisory philosophy and principles are implemented in the tools and solutions built to render financial advice.
- Ensure compliance to legislative, regulatory and audit requirements and adherence to relevant processes in the development of tools and solutions.
- Compile regular reports that track progress and guide business to make informed decisions.
- Participate in specialist communities of practice and contribute positively to own and organizational knowledge improvement.
- Deliver internal and external customer service excellence through adherence to quality service standards.
- Maintain own expert knowledge on specific products, legislation, pricing, application procedures and processing of financial products
Minimum Requirement:
- 3-5 years’ experience as a Financial Advisor
- FSCA recognized Degree - NQF Level 7
- Post Graduate Diploma in Financial Planning or CFP designation 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.
27/08/25
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.