Advice Enablement Specialist

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.
• 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.
• Maintain own expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve implementation.

• 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