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Advice Enablement Specialist

Company

FirstRand Ltd

Location

Cape Town, South Africa

Type

Full time

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, 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...
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