Private Client Advisor Rural

FirstRand Bank Limited; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in financial services seeks a Private Clients Advisor to enhance client experiences and drive sales in Greater London. The ideal candidate will possess relevant qualifications in financial services and significant experience in client management and wealth advisory. This role promises uncapped earning potential and opportunities to innovate within the financial sector.

Benefits

Networking and collaboration opportunities

Guaranteed basic rewards with uncapped earning potential

Opportunities to innovate and provide financial solutions

Qualifications

• 3 to 5 years' experience in Sales/Service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

Responsibilities

• Deliver education on wealth creation and accumulation.
• Drive client retention and market financial services.
• Manage leads pipeline effectively.

Skills

Client relationship management

Sales acumen

Wealth management

Education

NQF level 7 FSCA approved Degree

RE5 Regulatory Compliance Certificates

Certified Financial Planner (CFP)

Job description

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Client:

FirstRand Bank Limited

Location:

Greater London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6e097bb30391

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Private Clients 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.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Goal: Improve the lives of customers through simple, effective solutions that meet their needs.

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 effective management of the leads pipeline.
• Produce high-quality outputs within deadlines.

You will be an ideal candidate if you:

• Have a relevant NQF level 7 FSCA approved Degree.
• Hold RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
• Preferably possess a Certified Financial Planner (CFP) qualification.
• Have 3 to 5 years' experience in Sales/Service within a financial environment.
• Have a strong background in Banking, Investment, Financial Planning, or Wealth Management.

You will have access to:

• Networking and collaboration opportunities.
• Guaranteed basic rewards with uncapped earning potential.
• Opportunities to innovate and provide banking and financial solutions across an allocated client portfolio.
• Identify fiduciary opportunities and advise on client philanthropy.

We can be a match if you are:

• Able to build trust-based relationships.
• Achieving revenue and profit targets by growing the portfolio and providing holistic advice.
• Contributing to a culture of service excellence.

Additional Requirements

Applicants will require a credit record check in accordance with the National Credit Act (NCA).

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Job Details

Note: Applications will not be accepted after 29/06/25. Please submit applications before the deadline.

All appointments will align with FirstRand Group’s Employment Equity plan. Candidates can voluntarily disclose disability information, which will be kept confidential unless required by law.