Financial Advisor: Grow Client Wealth in Branch Network

Wesbank; Kempton Park; On-site; ZAR 505,000 - 680,000; Full time

Job summary

Wesbank in Kempton Park seeks an experienced Financial Advisor to provide goal-based financial advice within the FNB branch environment. You will leverage an established client ecosystem and digital tools to offer holistic investment and life insurance solutions, while growing AUM and API through trusted relationships.

The role requires FAIS qualification (NQF5+), RE5, and COB investments/long-term insurance credentials, with 3–5 years of advisory experience.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Commercial acumen and compliance discipline.

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 planning

Needs analysis

Consultative selling

Relationship-building

Digital proficiency

Education

FAIS qualification (NQF5+)

RE5 Regulatory Exam

FAIS compliance (1.3,1.4,1.5,1.14,1.20)

Class of Business: Investments, LTI, Pension Fund Benefits

Job description

Wesbank in Kempton Park seeks an experienced Financial Advisor to provide goal-based financial advice within the FNB branch environment. You will leverage an established client ecosystem and digital tools to offer holistic investment and life insurance solutions, while growing AUM and API through trusted relationships.

The role requires FAIS qualification (NQF5+), RE5, and COB investments/long-term insurance credentials, with 3–5 years of advisory experience.