Holistic Financial Advisor — Grow AUM & Client Impact

FNB South Africa; Rustenburg; On-site; ZAR 350,000 - 750,000; Full time

Job summary

FNB South Africa is seeking a Personal Financial Advisor to operate within its branch network, leveraging a strong brand and client ecosystem to deliver holistic investment and life insurance solutions. You will collaborate with branches, staff solutions and digital tools to grow AUM, API and client penetration.

The role focuses on comprehensive needs analysis, relationship building, and compliant financial planning for diverse client segments within the bank’s distribution network.

Qualifications

• Minimum 3–5 years financial advisory experience.
• Proven track record of achieving sales and business growth targets.
• Experience with risk and investment products.
• Experience in a bank, insurer, or tied advisory environment.
• Exposure to mass market or emerging affluent clients.
• FSCA‑recognised FAIS qualification and regulatory compliance.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives.
• Engage customers within branches to build advisory relationships.
• Convert qualified opportunities and referrals into new business.
• Build and maintain long‑term client relationships through reviews.
• Achieve agreed sales, AUM and API targets.
• Maintain accurate client records and compliance documentation.

Skills

Financial planning

Investment knowledge

Relationship building

Consultative selling

Compliance awareness

Education

FAIS qualification (NQF5+)

RE5 examination

Class of Business: Investments & Long-Term Insurance

Tools

Digital advice tools

CRM / client management

Job description

FNB South Africa is seeking a Personal Financial Advisor to operate within its branch network, leveraging a strong brand and client ecosystem to deliver holistic investment and life insurance solutions. You will collaborate with branches, staff solutions and digital tools to grow AUM, API and client penetration.

The role focuses on comprehensive needs analysis, relationship building, and compliant financial planning for diverse client segments within the bank’s distribution network.