Branch-Based Financial Advisor: Holistic Planning & Growth

FNB South Africa; Kempton Park; On-site; ZAR 320,000 - 520,000; Full time

Job summary

FNB South Africa is seeking a Personal Financial Advisor to deliver holistic financial advice within the branch environment. You will build relationships, conduct needs analyses, and recommend investment and life insurance solutions to clients with a goal-based approach.

Leverage the bank’s brand, client ecosystem and digital tools to grow AUM and API while meeting FAIS and regulatory requirements. A successful candidate has 3–5 years advisory experience and a proven sales track record.

Qualifications

• 3–5 years financial advisory experience.
• Proven track record of achieving sales targets.
• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• Regulatory Examinations (RE5) completed.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers within branches to build advice-driven relationships.
• Convert qualified opportunities and referrals into new business.
• Build long-term client relationships through ongoing reviews and activity.

Skills

Financial planning

Investment knowledge

Insurance products

Relationship building

Communication

Compliance savvy

Digital tools

Lead conversion

Education

FAIS qualification

RE5 completed

COB: Investments

Tools

CRM

Digital advice tools

Job description

FNB South Africa is seeking a Personal Financial Advisor to deliver holistic financial advice within the branch environment. You will build relationships, conduct needs analyses, and recommend investment and life insurance solutions to clients with a goal-based approach.

Leverage the bank’s brand, client ecosystem and digital tools to grow AUM and API while meeting FAIS and regulatory requirements. A successful candidate has 3–5 years advisory experience and a proven sales track record.