Financial Advisor (FNB Tied Advisor)

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

## Financial Advisor (FNB Tied Advisor)Apply: Durban: Posted Today: End Date: September 16, 2026 (11 days left to apply): R53093# **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 bank, insurer, or tied advisory environment.* Exposure to mass market or emerging affluent client segments.* FSCA-recognised FAIS qualification (NQF Level 5 or higher).* Regulatory Examination (RE5) completed.* Fully Fit & Proper compliant (FAIS) for applicable investment and long-term insurance categories - 1.3, 1.4, 1.5, 1.14 and 1.20.* Fully authorised (not under supervision) for required FAIS subcategories.* Completed Class of Business (COB): Investments, Long-Term Insurance, Pension Fund Benefits**You will have success if you:*** Are client-centric and passionate about helping clients achieve better financial outcomes.* Consistently convert opportunities into sustainable business results.* Build trusted, long-term client and stakeholder relationships.* Thrive in a target-driven environment and take ownership of your performance.* Demonstrate professionalism, integrity and strong compliance discipline.* Embrace digital ways of working, structured processes and continuous improvement.* Work independently, stay adaptable and maintain high levels of activity and discipline.**#FNB****#Post****#LI-NP2**# # **Important Closing Date Note**# **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**16/09/26