Advice Enablement Specialist

Job Description

To provide expert advice, strategic support, and guidance in embedding the financial advisory philosophy and framework across the full product suite. This job enables front-line sales teams including Money Managers, Financial Advisors, and Wealth Managers to deliver high-quality, compliant advice that meets client needs, aligns with business objectives, and adheres to 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

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

27/07/26