Financial Advisor-25

Fnbnamibia; Gauteng; On-site; ZAR 350,000 - 650,000; Full time

Job summary

FirstRand Limited in Benoni seeks a Personal Financial Advisor to join our branch network. You will deliver professional, goal-based financial advice and holistic investment and life insurance solutions within the FNB environment.

Build trusted client relationships, conduct needs analyses, convert referrals into new business and grow AUM/API while complying with FAIS and governance standards, supported by digital tools and the bank's established ecosystem.

Qualifications

• 3–5 years financial advisory experience.
• Proven track record of achieving sales and business growth.
• Experience with risk and investment products.
• Sound understanding of FAIS and compliance requirements.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend appropriate investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers within FNB branches to build meaningful 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 agreed sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements, internal governance standards and regulatory obligations.

Skills

Financial advisory experience

Sales and business growth

Client relationship management

FAIS compliance

Digital tools

Tools

Digital tools

Job description

FirstRand Limited

Posted today

Location: Benoni

Job Description

Join a trusted financial services leader and help clients achieve their financial goals through professional, goal-based financial advice. As a Personal Financial Advisor operating within the FNB branch environment, you will leverage a strong brand, established client ecosystem, referral opportunities and digital tools to deliver holistic investment and life insurance solutions.

About the Opportunity

• Build a rewarding advice career with one of South Africa’s leading financial services brands.
• Within the FNB branch network, you will have access to an established client ecosystem, referral opportunities and one of the country’s largest banking distribution networks.
• Leverage FNB’s trusted brand, digital advice tools and integrated banking relationships to deliver holistic financial solutions.
• Partner with branch and staffing solutions stakeholders to identify opportunities and deepen client relationships.
• Grow a sustainable advice practice through increased Assets Under Management (AUM), Annual Premium Income (API) and client penetration.
• Enjoy competitive earning potential through commission and advice-fee sharing, while making a meaningful difference in helping clients achieve their financial goals.
• Make a meaningful difference by helping clients achieve their financial goals through professional financial advice.

What You Will Do

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend appropriate investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers within FNB branches to build meaningful 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 agreed sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements, internal governance standards and regulatory obligations.

What You Will Bring

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.
• Strong relationship-building and stakeholder management skills.
• Excellent communication and client engagement capability.
• Commercial acumen and a results-driven mindset.
• Sound understanding of FAIS and compliance requirements.
• Digital proficiency and the ability to leverage technology-enabled advice tools

You will be an ideal candidate if you have the following:

• Minimum 3 – 5 years financial advisory experience
• Proven track record of achieving sales and business growth targets.
• Demonstrated sales experience in risk and investment products.
• Experience operating in a