Branch Financial Advisor – Holistic Wealth & Insurance

Wesbank; Noordwes; On-site; ZAR 300,000 - 600,000; Full time

Job summary

WesBank, operating within the FNB branch network, seeks a Personal Financial Advisor to deliver holistic financial advice, leveraging an established client ecosystem and digital tools. You will build relationships, convert referrals, and grow AUM while meeting regulatory standards and sales targets.

Ideal candidates will have 3–5 years of financial advisory experience, FAIS qualifications, RE5, and COB in Investments, LT Insurance, and Pension Fund Benefits.

Qualifications

• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• Regulatory Examination (RE5) completed.
• Fully Fit & Proper compliant for FAIS investment and long-term insurance categories.
• Completed Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits.
• 3–5 years financial advisory experience.

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 FNB branches to build advice-driven relationships.
• Convert qualified opportunities and referrals into new business.
• Build and maintain long-term client relationships through ongoing engagement and financial reviews.
• Achieve defined sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS, governance standards and regulatory obligations.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship building

Communication

Compliance

Digital tools

Education

FAIS qualification (NQF5+)

RE5 Certification

COB: Investments/LT Insurance/Pension

Job description

WesBank, operating within the FNB branch network, seeks a Personal Financial Advisor to deliver holistic financial advice, leveraging an established client ecosystem and digital tools. You will build relationships, convert referrals, and grow AUM while meeting regulatory standards and sales targets.

Ideal candidates will have 3–5 years of financial advisory experience, FAIS qualifications, RE5, and COB in Investments, LT Insurance, and Pension Fund Benefits.