Business Management Consultant / Broker Consultant
Salary
Not disclosed
Job Type
full time
Posted
about 2 hours ago
Closing date
18 Nov 2026
Job Description
At FNB, a pivotal role exists for a dedicated Business Management Consultant, also known as a Broker Consultant, to be based in Cape Town. This position is central to fostering and sustaining robust relationships within the financial advisory sector, specifically with Independent Financial Advisors (IFAs). The core of this role revolves around acting as the primary point of contact, nurturing long-term partnerships, and ensuring IFAs have the knowledge and support they need to succeed.
About the Role
The Business Management Consultant will be instrumental in driving the adoption and understanding of FNB's comprehensive suite of financial solutions. This includes a strong focus on Investments and FNB Life products, alongside other offerings from the broader FirstRand group. Success in this role hinges on a deep understanding of these products, enabling the consultant to effectively field queries, provide essential product training, and proactively identify opportunities for business growth. You will be more than just a service provider; you will be a strategic partner, committed to helping IFAs expand their businesses through innovative financial solutions and exceptional service. This is an opportunity to join a dynamic team that values collaboration, innovation, and personal development, contributing to meaningful change within the financial services landscape.
Key Responsibilities
Your responsibilities will encompass a range of activities designed to support and grow the IFA network:
- **Relationship Management:** Actively build and nurture enduring relationships with Independent Financial Advisors, establishing trust and becoming their go-to resource.
- **Product Advocacy and Training:** Drive awareness and promote the utilisation of FNB Life, Investments, and other relevant FirstRand solutions among advisors. Conduct regular product training sessions to ensure advisors are well-equipped.
- **Business Development:** Proactively identify and pursue new business development opportunities that align with sales growth objectives.
- **Service Excellence:** Deliver exceptional service and tailored solutions that consistently meet and exceed advisor expectations.
- **Expert Facilitation:** Serve as a bridge between advisors and FNB's product specialists, facilitating collaboration on complex client requirements.
- **Market Insight:** Maintain a keen awareness of industry trends, competitor activities, and new product developments to provide up-to-date guidance.
What They're Looking For
To excel in this role, candidates should possess a blend of experience, qualifications, and key skills:
- **Formal Qualifications:**
- Matric (Grade 12) certificate.
- NQF 5 qualification.
- RE5 qualification (Regulatory Examination for representatives).
- Relevant Class of Business training.
- **Experience:**
- A minimum of 3 to 5 years of experience specifically as a Broker Consultant within the Investments and IFA environment.
- At least 3 years of experience in Life Assurance.
- **Essential Skills:**
- In-depth knowledge of Group Risk, Individual Life, and Investment products.
- Proven ability to build strong relationships and exceptional communication skills.
- A solid commercial and sales acumen.
- A client-centric approach with a strong focus on attention to detail.
- Demonstrated curiosity, adaptability, and a commitment to continuous learning.
- Willingness to travel locally as required by the role.
FNB is committed to creating an environment where individuals can thrive. This includes opportunities for collaboration with industry experts, participation in continuous learning and development programmes, and the chance to innovate and make a tangible impact. You will be joining one of South Africa's leading financial services institutions, operating within a progressive and agile work setting. The ideal candidate will be adaptable, curious, relationship-focused, results-driven, collaborative, proactive, and comfortable navigating a fast-paced environment.
In South Africa, roles like this often form the backbone of distribution networks for financial products. Business Management Consultants or Broker Consultants typically earn competitive salaries, often with performance-based incentives, depending on their experience and the specific product portfolio they manage. Common employers include major banks, insurance companies, and independent financial services providers. Career progression can lead into senior management roles within sales, distribution, or product development, or potentially into specialist consulting roles.
Requirements
Minimum Requirements
- Matric
- NQF 5 qualification
- RE5 qualification
- 3 to 5 years Broker Consulting experience within the Investments and IFA environment
- 3+ years Life Assurance experience
- Relevant Class of Business training
Key Skills
- Knowledge of Group Risk, Individual Life, and Investment products
- Strong relationship-building and communication skills
- Commercial and sales acumen
- Client-centric approach
- Strong attention to detail
- Curiosity, adaptability, and a willingness to learn
- Willingness to travel locally
What you'll get in return
- Opportunities to collaborate with industry experts
- A progressive and agile working environment
- Continuous learning and development opportunities
- The ability to innovate and make a meaningful impact
- Exposure to one of South Africa's leading financial services groups
You'll thrive if you are:
- Adaptable and curious
- Relationship-focused
- Results-driven
- Collaborative
- Proactive and solutions-oriented
- Comfortable navigating a fast-paced environment
#Post
#FNB
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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.
28/09/26All 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.
About the employer
FNB
FNB is a hiring organisation operating in Cape Town, South Africa within the banking sector. They are currently recruiting for the Business Management Consultant / Broker Consultant role advertised on this page. Visit the official application link for more about the company, its culture and the team you would be joining.
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