Financial Advisor – Growth via Digital Tools & Branch Impact

firstrand; Kempton Park; On-site; ZAR 420,000 - 640,000; Full time

Job summary

FirstRand is seeking a Personal Financial Advisor to operate within the FNB branch environment in Gauteng. You will deliver holistic financial advice, leveraging an established client ecosystem and digital tools to grow AUM and API while aligning with FAIS governance and regulatory requirements.

The role focuses on needs analyses, tailored investment and insurance solutions, and building long-term client relationships through ongoing reviews and referrals.

Qualifications

• 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

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

Investment knowledge

Insurance products

Consultative selling

Relationship building

Communication skills

Compliance discipline

Digital tools

Education

FAIS qualification (NQF 5+)

RE5 certification

COB: Investments, Long-Term Insurance, Pension Fund Benefits

Job description

FirstRand is seeking a Personal Financial Advisor to operate within the FNB branch environment in Gauteng. You will deliver holistic financial advice, leveraging an established client ecosystem and digital tools to grow AUM and API while aligning with FAIS governance and regulatory requirements.

The role focuses on needs analyses, tailored investment and insurance solutions, and building long-term client relationships through ongoing reviews and referrals.