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Estates Administrator
Job Description
To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation
Hello Estate Administrator
Welcome to FNB, the home of the #changeables. We design for the
shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our Estates Specialist team, you will be surrounded by unique professionals
with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can
Independently manage end to end Deceased Estates Administration in terms
of the administration of estates act
Manage escalations
Analytical thinker and ability to utilise legal background/knowledge to
problem solve complexities that arise in estate administration
Understanding and a working knowledge of Business entities, Estate Duty,
Capital gains and Income tax relating to deceased estates
Excellent customer communications skills.
Ability and understanding of risk and compliance features within financial
(fiduciary) industry
You will be an ideal candidate if you
A minimum of an Estates Diploma qualification
Minimum of 3 years’ experience administering deceased estates
within a Fiduciary environment
You will have access to:
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
#post
#fnb
#LI-LK1
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.23/06/26
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.
Click here to apply
Wills Drafter X2
Job Description
To contribute to the success of the Will Drafting Centre by ensuring that all Wills and Trust Deeds are drafted professionally, accurately, efficiently and timeously to the entire satisfaction of the Channel and providing technical drafting and estate planning support to the Channel, ensuring all technical information and documentation complies with South African legal requirements.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and staff members.
- Maintain expert knowledge on relevant legislative amendments and industry best practices and provide technical guidance to relevant stakeholders within the Wills Market.
- Provide technical drafting support to drive growth and ensure retention of Wills clients.
- Draft and review Wills, Trust Deeds, and other estate planning documents.
- Interpret Will instructions, ensure the correct introducer details are recorded, and draft and amend Wills accurately as required.
- Comply with governance in terms of legislative and audit requirements.
- Ensure implementation, review and training of processes to complement service standards.
- Ensure that the end-to-end drafting process is managed within 30 days from date of instruction to legality check.
- Ensure service delivery by maintaining excellent client service through quick turnaround times, efficiency, and quality.
- Manage own development to continuously improve competencies.
Skills:
- Full professional proficiency in English. Knowledge of isiXhosa, isiZulu, or Sesotho will be regarded as an added advantage.
- Excellent drafting and communication skills.
- Strong analytical and problem-solving abilities.
- High level of attention to detail and organisational skills.
- Ability to work independently and as part of a team with minimal supervision.
- Discretion and confidentiality when handling sensitive client information.
- Proficiency in Microsoft Office and document management software systems.
Qualifications
- Relevant tertiary qualifications in Law, Estate Planning, Trust Administration, or related field.
- Minimum 2–5 years’ experience in Wills drafting, estate planning, trusts, or legal practice
- Certification in Will Drafting Programmes or related fields will be advantageous.
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.23/06/26
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.
Click here to apply
Business Financial Advisor
Job Description
To provide personalised risk and investment advice to clients via virtual engagement channels, ensuring full compliance with FAIS regulations and consistently applying the FirstRand Product Matrix and Advice Philosophy.
Hello Future, Business Financial Advisor,
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
About The Role:
As a Business Financial Advisor, you’ll be part of a team of self-motivated, sales team through the effective delivery of existing products and financial advisory solutions in the Gauteng region. Successful candidate will be based in Gauteng, at our Menlyn and Sandton Offices.
Are you someone who can:
- Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
- Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
- Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions
- Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
- Manage existing clients and grow portfolio through contacting customers, generating leads and managing the growth of active customer account base to increase client base
- Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
- Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice
You will be an ideal candidate if you:
- Relevant Degree in Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner).
- RE 5
- Must not be under supervision for the following subcategories:
1.1 Long-Term Insurance subcategory A
1.2 Long-Term Insurance subcategory B1
1.3 Long-Term Insurance subcategory B2
1.4 Long-Term Insurance subcategory B2 – A
1.5 Long-Term Insurance subcategory B1 – A
1.6 Structured Deposits
1.7 Participatory Interest in Hedge Fund
1.8 Long-Term Insurance subcategory C
1.9 Retail Pension Benefits
1.10 Pension Funds Benefit
1.11 Shares
1.12 Money Market Instruments
1.13 Participatory Interests in a collective Investment Scheme
1.14 Forex Investment
1.15 Long-Term Deposits
1.16 Short-Term Deposits
· +5 years’ experience in a similar environment
· Experience in writing Business Insurance policies
· Experience in sales, investment and risk acumen
· Experience within the Financial Services Sector
· Person must not be an unrehabilitated insolvent
· In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- Strong sales and client service experience
- Ability to bring in new business and increase acquisition
- Strong credit experience and negotiation skills
- Build and maintain stakeholder relationships experience (any segment)
- Strong collaboration skills
- Exposure to dealing with juristic clients
- Portfolio management experience
Are you interested to take the step? We look forward to engaging with you further. Apply now!
Click here to apply
Investment Portfolio Manager
Job Description
To work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate.
Hello Future Investment Portfolio Manager
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in FNB Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Location: George
Are you someone who can:
- Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances
- Identify and implement on opportunities for revenue growth in order to deliver on sales targets
- Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
- Deliver internal and external customer service excellence through adherence to quality service standards
- Establish mutually beneficial relationships with stakeholders, that support thought leadership, innovative and integrated practice solutions
- Build and maintain strategic relationships with internal and external parties to enable the business development strategy Build relationships with Wealth Managers and Independent Financial Advisors who will be introducing new clients to the Wealth and Investments business
You will be an ideal candidate if you can:
- Provide insights to clients on information on investment decisions
- Conduct competitor analysis and innovate on new value propositions which align with the various client segments
- Engage research companies to gather information to make informed financial recommendations and decisions
- Monitor and record key industry trends that can impact on the current and future offering
- Improve business decisions by providing accurate and reliable business intelligence derived from analysing trends and data
- Assess and interpret complicated financial information
- Engage with the research analytics and economists’ team to build financial models
- Meet with investment analysts and company managers to discuss financial matters
- Implement the Wealth and Investments house view to the client’s portfolio and make changes as and when required Develop differentiated service models for the relevant client segments Explore business development opportunities and contribute to the expansion of AUM
- Identify new revenue opportunities through effective portfolio analysis
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
We can be a match if you:
- Contribute or input towards Investment Philosophy and stock selection
- Share market knowledge and add additional value to the Wealth Managers upon site visits
- Provide insight in order to ensure retention of clients by ensuring the timely review of portfolio investments
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Develop, encourage and nurture collaborative relationships across the FRG
- Have FAIS, RE, Class of Business and DOFA (this is critical for the role)
Apply now if you are interested in taking the next step. We look forward to engaging with you!
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.
#POST
#FNB
#LI-TN2
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.21/06/26
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.
Click here to apply
Investment Specialist
Job Description
To identify and pursue investment opportunities that drive growth in the Bank’s deposit portfolio. This includes analysing client needs, acquiring new clients, and delivering tailored investment solutions. Position the Bank as the client’s primary financial partner by offering competitive, innovative products that align with their financial objectives.
Hello future Investment Specialist!
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our Cash Investments Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can:
- Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
- Net interest income growth for the year per budget by preparing and processing of Interest rate proposals to segments in the group.
- Establish, align, and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
- Manage early redemption to minimize losses to the business and group.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
- Build and maintain strategic relationships with internal and external parties to support the sales strategy.
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
- Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
- Increase Investment Products and services to existing commercial customers.
- Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
- Liaising with our business clients and their representatives to explore their investment preferences and appetite for risk.
- To be able to manage and discuss investment fund options to maximize return on client investments.
- Self-source new business.
- Able to hold complex conversations with our business clients and their representatives that fall under high net worth segments.
- Monitor changes in legislation, regulations, initiatives, and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements.
- Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.
- Monitor and record key industry trends that can impact on the current and future product offering.
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
- Manage own development to increase own competencies.
- Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase.
You will be an ideal candidate if you have:
- 3 – 5 years banking experience preferred
- RE 5
- Class of Business advantageous
- NQF 6 or 7 Banking related qualification essential.
- Fund Investments exposure advantageous
You will have access to:
- Opportunity to work in a leading financial services company.
- Challenging Working
- Opportunities to innovate
- Collaborative and inclusive work environment.
- Continuous learning and professional development opportunities
Are you interested to take the step? We look forward to engaging with you further. Apply now!
#Post
#FNB
#LI-TP2
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.13/06/26
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.
Click here to apply
Estate Specialist
Job Description
To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.
Hello Estates Specialist
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our Estates Specialist team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change
Are you someone who can
- Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
- Manage customer relationships and escalations
- Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration
- Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates
- Good drafting skills and communication.
- Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity
- Strong stakeholder management
You will be an ideal candidate if you
- LLB degree essential
- CFP advantageous
- Minimum of 5 – 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
- Experience in dealing with businesses and farming enterprises advantageous
- Ability to work under pressure and meet financial targets
You will have access to:
- Opportunities to network and collaborate
- Opportunities for self-development
- A challenging working environment
- Opportunities to innovate
We can be a match if you are:
- An experienced fiduciary professional
- Adaptable and curious
- Able to analyse complex information
- Thrive in collaborative environments and build networks
#post
#fnb
#LI-LK1
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.03/07/26
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.
Click here to apply
Sales Broker
Job Description
To effectively promote sales, in liaison with brokers and financial institutions
- Achievement of net profit growth for business
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
- Manage existing clients and grow portfolio through making contact and generating leads
- Maximise cross sell opportunities and strengthen client relationships
- Contact prospective clients and sell appropriate banking products in order to achieve sales targets.
- Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
- Comply with governance in terms of legislative and audit requirements
- Track, control and influence sales activities with the specific aim to increase sales efficiencies
- Analyse competitor information gathered and ensure active monitoring of market trends and influencers. Identify new business opportunities that impact on the industry
- Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
- Manage own development to increase own competencies
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.30/06/26
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.
Click here to apply
We wish you all the best with your applications
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