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 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 skills with the specific aim of achieving 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 by providing advice about solutions, products and processes with the aim to improve sales techniques, skills 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 meet 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 to drive and achieve implementation. 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 fulfil 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. #J-18808-Ljbffr
Advice Enablement Specialist
FIRSTRAND BANK
cape town, cape town
Published 3 days ago
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