Growth-Oriented Financial Advisor with Digital Tools

Fnbnamibia; Roodepoort; On-site; ZAR 350,000 - 700,000; Full time

Benefits offered by this job

Commission sharing

Brand support

Digital tools

Job summary

FNB invites a Personal Financial Advisor to deliver holistic financial advice at our branches in Gauteng. You will assess client needs, propose investments and life insurance, and build lasting relationships through reviews and referrals.

Ideal candidates have 3–5 years of advisory experience, FAIS qualifications (NQF5+), RE5, and a proven sales track record. You’ll work with digital advice tools and a broad client base within a trusted national brand.

Qualifications

• Experience in financial advisory and FAIS compliance.
• Strong knowledge of investments and risk products.
• Proven sales and client growth trajectory.

Responsibilities

• Conduct needs analyses and develop personalised plans.
• Recommend investments and insurance aligned to client goals.
• Engage branch customers to build advisory relationships.
• Convert referrals into new business and grow AUM.
• Maintain client records and conduct reviews.
• Adhere to FAIS, governance standards and compliance.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship management

Communication skills

Compliance awareness

Digital tools

Education

FAIS qualification (NQF5+)

RE5 certification

Class of Business: Investments/Long-Term Insurance

Tools

CRM systems

Financial planning software

Digital advice tools

Job description

FNB invites a Personal Financial Advisor to deliver holistic financial advice at our branches in Gauteng. You will assess client needs, propose investments and life insurance, and build lasting relationships through reviews and referrals.

Ideal candidates have 3–5 years of advisory experience, FAIS qualifications (NQF5+), RE5, and a proven sales track record. You’ll work with digital advice tools and a broad client base within a trusted national brand.