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  • Posted: Sep 5, 2025
    Deadline: Not specified
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  • The group’s corporate centre includes many of the critical functions required by a large and complex financial services business. It represents custodianship and has ultimate accountability to external stakeholders such as shareholders and regulators. These functions may sound boring at first glance – treasury, risk, compliance, governance, audit, fin...
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    Private Client Advisor

    Are you someone who can: 

    • Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
    • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
    • Understand and market all financial services solutions within the relevant business offering.
    • Assist with profit growth for the business through ensuring effective management of the leads pipeline.
    • Produce consistently high-quality outputs within agreed deadlines.

    You will be an ideal candidate if you: 

    • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
    • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential
    • Preferred Qualification - Certified Financial Planner (CFP)
    • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
    • Strong background in Banking /Investment / Financial Planning / Wealth Management

    You will have access to: 

    • Opportunities to network and collaborate.
    • Earn basic guaranteed rewards with uncapped earning potential.
    • Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
    • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

    We can be a match if you are:

    • Able to build sound relationships based on trust and openness.
    • Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products
    • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
       

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    Wealth Manager

    Job Description

    • To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

    Are you someone who can: 

    • Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
    • Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
    • Investigate available investment opportunities to determine compatibility with client financial plans.
    • Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
    • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
    • Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
    • Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
    • Achieve gross production target as indicated in scorecard.
    • Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
    • Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
    • Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
    • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
    • Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
    • Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
    • Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
    • Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
    • Ensure optimal usage and protection of business assets.
    • Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
    • Engage in cross-functional activities. 
    • Collaborate across boundaries and finds common ground with a widening range of stakeholders. 
    • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.

    You will be an ideal candidate if you: 

    • Relevant Degree in Investment or Economics.
    • Completed Certified Financial Planner preferred.
    • Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients.

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    Operations Support Manager (JHB/Cape Town)

    Job Description

    • To provide tactical direction and execution of Operations activities to ensure a best in-class stakeholder experience

    Are you someone who can:

    • Develop, implement, and maintain governance frameworks and internal controls to ensure business integrity.
    • Collaborate with legal, compliance, and risk teams to ensure regulatory and contractual compliance.
    • Oversee vendor onboarding, invoicing workflows, and partnership contracting processes.
    • Manage risk registers and control frameworks to support audit readiness and mitigate operational risk.
    • Manage multiple concurrent projects across departments, ensuring timelines and quality standards are met.
    • Facilitate and coordinate internal processes to support smooth onboarding and delivery for new clients.
    • Continuously improve operational processes to enhance efficiency, scalability, and quality of delivery.
    • Monitor KPIs and key metrics to drive accountability across teams and meet revenue and performance goals.

    Requirements:

    • Bachelor’s degree in finance, Business Administration, Operations Management, or a related field (NQF 7).
    • Experience working within compliance-heavy or regulated environments.
    • Experience in operational or project management roles.

    You Will Have Access To:

    • Opportunities to collaborate across departments and influence strategic operations.
    • A dynamic and fast-paced environment focused on growth and innovation.
    • Exposure to governance, risk, and compliance frameworks that shape business integrity.
       

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    Estate Specialist

    Job Description

    • To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation

    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

    • Have a legal or deceased estates qualification (Preferably LLB, CFP or Estates Diploma qualification)
    • Minimum of 3-5 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
       

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    Senior Business Analyst

    Job Description

    • Responsible to elicit and validate business requirements with stakeholders and to analyse and translate business requirements into requirement packages from which applications solutions are developed
    • The business analyst is responsible for defining business needs for new and/or enhanced products, services or optimised business processes

    Are you someone who can:

    • Analyse business from all aspects to develop in in-depth understanding of the business
    • Work with end users and project owners to identify business, functional and technical requirements
    • Do gap analysis between current and required specifications
    • Oversee the planning and execution of systems testing
    • Analyse exiting business processes and facilitate with stakeholders to make improvements
    • Identify and define business processes and system development or configuration requirements to realise the process end goal
    • Work with project team members to define metrics/performance goals/ acceptance criteria for the solution or system
    • Assist in translating requirements into test conditions and expected results for unit development, system integration and UAT
    • Participate in quality reviews or set reviews of designs, prototypes, and other work products

    You will be an ideal candidate if you have: 

    • Bachelor’s degree in Business Administration, Information Systems, or related field.
    • 3–5 years of experience in business analysis, process improvement, or systems implementation.
    • Proven experience in requirements gathering, gap analysis, and stakeholder engagement.
    • Familiarity with testing methodologies and quality assurance practices.
    • Experience with business process modeling tools and techniques.

    Skills & Competencies:

    • Strong analytical and problem-solving skills.
    • Excellent communication and interpersonal abilities.
    • Ability to work collaboratively across departments and with technical teams.
    • Detail-oriented with strong documentation skills.
    • Proficiency in tools such as MS Visio, JIRA, Confluence, or similar platforms.
       

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    Test Analyst

    Job Description

    • To create testing procedures for complete programs within a suite of programs 
    • To provide input into test plans, writing test cases and conducting testing 

    Are you someone who can: 

    • Create test plans and test cases for the functionality of a system to prevent errors in the live system
    • Build sound relationships based on trust and openness
    • Engineer and leverage processes and technologies to meet business needs
    • Produce consistently high-quality outputs within agreed deadlines

    You will be an ideal candidate if you have the following: 

    • Minimum: Diploma or required certification in testing or programming
    • Preferred: Degree and/or relevant certification including ISEB/ISTQB Certification; TMap Next Engineer; ISTQB Advanced Analyst
    • 3+ Years experience
    • Preferred: Banking Industry Experience

    Key Responsibilities:         

    • Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies
    • Manage achievement of required execution of service activities captured in the Testing Capacity Model, by receiving and allocating of test requirements
    • Action test plans by unpacking the requirements that includes regression testing, system analysis and reviews and create design steps from test cases, execute system validation plans (and liaise with the business Analysts and technical teams in order to compile test scripts)
    • Comply, understand and implement all steps and methodology within IT development and meet governance in terms of legislative, audit risk and process requirements for the Test Analysis Environment
    • Upgrade existing test scripts to effectively test enhancements and new requirements and execute automated test scripts
       

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    Junior Java Developer

    Job Description

    • To provide IT expertise and support in the design and configuring of new systems and enhancements to existing systems in accordance with agreed framework of programming standards.
    • To produce logical and technical specifications from functional specifications and to write the code for small to medium applications.

    Are you someone who can: 

    • Write, test and debug Java applications, ensuring high performance and scalability
    • Conduct peer reviews, refactor code and follow best practices to improve efficiency and maintainability
    • Identify and fix software defects, performance issues and security vulnerabilities
    • Keep up to date with new Java frameworks, libraries and development trends to enhance application development
    • Design, implement and optimize database queries and interactions using MySQL databases

    You will be an ideal candidate if you: 

    Have experience with the following tech stack:

    • Java 11/17
    • Springboot
    • MySQL
    • Hibernate
    • Flyway \ Liquibase
    • Docker
    • Kubernetes
    • CI/CD
    • Maven
    • SonarQube
    • GIT

    Have experience with the following tech tools:

    • Atlassian stack
    • Intellij
    • Linux
    • MS Teams
    • Have 1+ years of experience as a Java developer
    • Have a qualification in Information Technology, Informatics or equivalent

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    Employee Wellbeing Consultant

    • The purpose of the role is to engage with internal and external stakeholders, to consult on wellbeing related issues and provide guidance on innovative, best practice, research driven initiatives to improve employee wellbeing; and to provide high-level support to HC and line management on all employee wellbeing related queries to create awareness, motivate and provide tools that help employees to adapt and maintain a well-rounded healthy lifestyle.

    Are you someone who can: 

    • Implement a holistic approach for designing wellbeing programs that cater to the physical, social, occupational, emotional, mental, and financial wellbeing of employees. 
    • Provide input into the development of the business area tactical strategy in achievement of the overall business strategy.
    • Co-design and implement initiatives to increase leaders’ maturity on managing employee wellbeing to increase the efficiency of wellbeing programs and integrate wellbeing into the culture of the organization. 
    • Co-create initiatives to raise awareness about mental health to decrease the impact of stress and mental disorders at work. 
    • Provide input into the research, identification, design, and implementation of wellbeing initiatives. 
    • Co-ordinate the roll-out of wellbeing programs and health awareness initiatives, including ad hoc projects. 
    • Track and analyse wellbeing data and the impact of interventions on productivity. 
    • Facilitate interactions with stakeholders for the activation of employee benefits i.e. disability, Lyra, etc. 
    • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
    • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities through analysing trends and data insights.
    • Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements.
    • Provide clinical guidance and information that empowers line management and Human Capital (HC) with a holistic view of the array of services available to help them to deal with employee health concerns or medical situations in an effective way.
    • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.

    You will be an ideal candidate if you have: 

    • Minimum Qualification: Relevant degree in Health Sciences or related field required.
    • Minimum Experience: 3-5 years’ experience in a similar environment and 1-2 years in a junior specialist role

    Skills Required: 

    • Relationship management
    • Stakeholder engagement
    • Project management
    • Communication skills
    • Presentation skills 

    Method of Application

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