Holistic Financial Advisor - Client Growth & Planning

FNB South Africa

Johannesburg

On-site

ZAR 450,000 - 600,000

Full time

4 days ago

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Job summary

FNB South Africa is seeking a Personal Financial Advisor to operate within our branch network, delivering goal-based financial advice and holistic investment and life insurance solutions. You will leverage an established client ecosystem, refer opportunities, and digital tools to build long-term client relationships while meeting FAIS, regulatory, and sales targets.

Work with branch and staffing solutions to identify opportunities, grow AUM and API, and enjoy earnings potential through

Qualifications

Minimum 3–5 years financial advisory experience.
Experience in bank/insurer/tied advisory environment.
FSCA FAIS qualification and RE5 completed.
Completed COB: Investments, LTI, Pension Benefits.
Fully authorised FAIS subcategories.

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.