Financial Advisor (Fnb Tied Advisor)

Rmb; Johannesburg; On-site; ZAR 360,000 - 600,000; Full time

Job summary

FNB South Africa is seeking a Personal Financial Advisor to operate within branch environments, delivering goal-based financial advice and holistic wealth solutions. You will leverage a trusted brand, client ecosystem, and digital tools to grow an advisory practice through AUM, API and client penetration.

The role involves conducting needs analyses, recommending investments and insurance, engaging branch clients, and achieving targets while maintaining strict compliance with FAIS and governance

Qualifications

• 3–5 years financial advisory experience required.
• Strong FAIS compliance knowledge.
• Experience with investment products and insurance.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives.
• Engage customers within branches to build advisory relationships.
• Convert opportunities and referrals into new business.
• Build long-term client relationships through ongoing engagement and reviews.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements and regulatory obligations.

Skills

Financial planning

Investment knowledge

Lead conversion

Relationship-building

Communication skills

FAIS compliance

Digital tools proficiency

Tools

CRM software

Job description

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Job Description

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