Private Client Advisor Rural

Spane4all; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company is hiring a Private Client Advisor Rural in London. This role aims to enhance customer wealth through effective financial education, client relationship management, and wealth creation strategies. The ideal candidate will possess relevant qualifications and experience in financial services, contributing to a culture of excellence and innovation.

Benefits

Networking and collaboration opportunities.

Guaranteed basic rewards with uncapped earning potential.

Opportunity to innovate in banking and finance.

Advice on fiduciary and philanthropic opportunities.

Qualifications

• Minimum qualification NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates required.
• Experience of 3-5 years in financial sales/service.

Responsibilities

• Deliver exceptional experience and education on wealth management.
• Drive client retention through Money Management principles.
• Assist with profit growth by managing leads effectively.

Skills

Sales Management

Wealth Management

Relationship Building

Education

Relevant NQF level 7 FSCA approved Degree

Certified Financial Planner (CFP)

Job description

Private Client Advisor Rural

Job Details

Apply locations: East London | Time type: Full time | Posted on: Posted 2 Days Ago | End Date: June 29, 2025 (16 days left to apply) | Job requisition id: R31848

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

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who 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.

Key Responsibilities

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

Candidate Profile

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

Benefits

• Networking and collaboration opportunities.
• Guaranteed basic rewards with uncapped earning potential.
• Opportunity to innovate and provide banking and financial solutions.
• Identify fiduciary opportunities and advise on philanthropy.

Ideal Candidate Attributes

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

Additional Requirements

In accordance with the NCA, credit record checks are required. All appointments align with the Bank’s Employment Equity plan. Candidates can disclose disability information voluntarily; confidentiality is maintained.

Application Details

Applications close on 29/06/25. Please submit your application before the deadline.

Introduction

Introduce yourself to our recruiters via MyQ. We will contact you if your profile matches a role.

About Us

FNB offers a range of banking, insurance, savings, and investment products, with a focus on digital solutions. Recognized globally, FNB provides numerous opportunities for a rewarding career that can make a meaningful impact on people's lives.