Holistic Financial Advisor Banking & Investments

Fnbnamibia; Benoni; On-site; ZAR 591,000 - 636,000; Full time

Job summary

Fnbnamibia in Benoni is seeking a Personal Financial Advisor to deliver holistic financial advice within the FNB branch environment. You will conduct needs analyses, develop personalised plans and recommend investments, insurance, and wealth solutions aligned to client objectives.

You will build long-term client relationships, achieve sales and AUM targets, and ensure compliant documentation. The role requires FAIS qualifications, RE5, and a client-centric, compliant approach.

Qualifications

• Minimum 3–5 years financial advisory experience.
• Strong FAIS compliance knowledge and qualifications.
• RE5 completed and fully authorised for FAIS subcategories.
• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• Completed Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investments, insurance, and wealth solutions.
• Engage clients within branches to build advice-driven relationships.
• Convert opportunities and referrals into new business.
• Maintain client records and ensure regulatory compliance.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship building

Client engagement

Digital proficiency

Education

FAIS qualification (NQF 5+)

RE5 Regulatory Examination completed

Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Authorized FAIS subcategories

Job description

Fnbnamibia in Benoni is seeking a Personal Financial Advisor to deliver holistic financial advice within the FNB branch environment. You will conduct needs analyses, develop personalised plans and recommend investments, insurance, and wealth solutions aligned to client objectives.

You will build long-term client relationships, achieve sales and AUM targets, and ensure compliant documentation. The role requires FAIS qualifications, RE5, and a client-centric, compliant approach.