Private Client Advisor Rural

FirstRand Namibia Limited; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading financial services provider in London is seeking a Private Client Advisor to deliver exceptional client experiences and financial education. The role involves developing tailored financial solutions to help clients achieve their financial goals, driving client retention, and enhancing overall satisfaction.

Benefits

Guaranteed basic rewards with uncapped earning potential

Networking and collaboration opportunities

Opportunities to innovate and provide financial solutions

Qualifications

• 3-5 years experience in sales/service within a financial environment.
• RE5 Regulatory Compliance Certifications and relevant COB required.
• Strong background in Banking, Investment, or Wealth Management.

Responsibilities

• Deliver tailored financial solutions and advice to clients.
• Manage leads pipeline effectively to support profit growth.
• Produce high-quality outputs within deadlines.

Skills

Client Relationship Management

Financial Planning

Sales Expertise

Education

NQF Level 7 FSCA approved Degree

Certified Financial Planner (CFP)

Job description

Private Client Advisor Rural

Job 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.

About the Role

We are looking for a Private Client Advisor to provide tailored financial solutions and advice, helping clients achieve their financial goals while ensuring high levels of client satisfaction and retention.

Key Responsibilities

• Deliver exceptional experience and education to Private Clients on wealth creation and protection.
• Increase VSI and drive client retention using Money Management principles.
• Market all financial services solutions within the business offering.
• Manage leads pipeline effectively to support profit growth.
• Produce high-quality outputs within deadlines.

Candidate Requirements

• Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB.
• Preferred: Certified Financial Planner (CFP).
• 3-5 years experience in sales/service within a financial environment.
• Strong background in Banking, Investment, Financial Planning, or Wealth Management.

What We Offer

• Networking and collaboration opportunities.
• Guaranteed basic rewards with uncapped earning potential.
• Opportunities to innovate and provide financial solutions.
• Advice on fiduciary opportunities and client philanthropy.

Ideal Candidate Traits

• Ability to build trust-based relationships.
• Achieve revenue and profit targets through portfolio growth and holistic advice.
• Contribute to service excellence and positive relationships.

Additional Requirements

Credit record check in accordance with NCA. Candidates can disclose disability information voluntarily; confidentiality maintained.

Application Details

Apply before 13/07/25. Applications received after this date will not be considered.

About Us

FNB offers a wide range of banking, insurance, and investment solutions, recognized globally for excellence. Join us to make a meaningful impact on people's lives.