Branch Financial Advisor: Investments & Insurance

RMB; Durban; On-site; ZAR 504,000 - 681,000; Full time

Job summary

FNB Durban seeks a Personal Financial Advisor to provide goal-based financial advice within the branch. You will leverage a strong brand, client ecosystem and digital tools to deliver holistic investment and life insurance solutions.

You will conduct needs analyses, build long-term relationships, convert referrals into new business and maintain accurate client records while meeting FAIS and regulatory obligations.

Qualifications

• FSCA-recognised FAIS qualification and RE5 completed.
• Fully Fit & Proper compliant for investment and long-term insurance categories.
• Experience in bank, insurer, or tied advisory environment.
• Strong FAIS governance and regulatory understanding.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investments and insurance solutions aligned to client objectives.
• Engage customers within branches to build advisory relationships.
• Achieve sales, AUM and API targets with accurate records.

Skills

Financial planning

Investment knowledge

Sales driven

Client engagement

Education

FAIS qualification (NQF 5+)

RE5

COB: Investments

COB: Long-Term Insurance

Job description

FNB Durban seeks a Personal Financial Advisor to provide goal-based financial advice within the branch. You will leverage a strong brand, client ecosystem and digital tools to deliver holistic investment and life insurance solutions.

You will conduct needs analyses, build long-term relationships, convert referrals into new business and maintain accurate client records while meeting FAIS and regulatory obligations.